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Alan Hughes Campbell

OPIS ADVISORS, INC.·BELL CANYON, California
SIE, Series 1, Series 7, Series 63ChFCClean record29 years registeredOPIS ADVISORS, INC.
30 HACKAMORE LANE, BELL CANYON, CA 91307-1065CRD# 39028Firm CRD# 134349

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Hughes Campbell · BELL CANYON, CA
Registration
CRD #39028 · OPIS ADVISORS, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: OPIS ADVISORS, INC.
ONEDIGITAL
Aug 2024 – Feb 2026
Bell Canyon, CA
WEALTHSOURCE®
Jul 2016 – Oct 2024
BELL CANYON, CA
VELLUM FINANCIAL, LLC
May 2015 – Dec 2017
WOODLAND HILLS, CA
OPIS ADVISORS, INC.
Jul 2005 – Apr 2020
Bell Canyon, CA
OPIS ADVISORS
Jan 2003 – Jul 2005
BELL CANYON, CA
ROYAL ALLIANCE ASSOCIATES, INC.
Jul 1997 – May 2005
BELL CANYON, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7
Series 63
Registration record
First registered · July 8, 1997
Years registered · 29
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OPIS ADVISORS, INC.
CRD 134349 · SEC 801-67039
AUM
$41M
Regulatory assets under management
Employees
1
71 client accounts
Services offered by OPIS ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at OPIS ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Alan Hughes Campbell offer?
Alan Hughes Campbell specializes in Investment Management, Wealth Management.
What are Alan Hughes Campbell's credentials?
Alan Hughes Campbell holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Alan Hughes Campbell located?
Alan Hughes Campbell is based in BELL CANYON, California, last registered with OPIS ADVISORS, INC..
How does Alan Hughes Campbell charge for services?
Alan Hughes Campbell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPIS ADVISORS, INC.?
OPIS ADVISORS, INC. has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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