Brett Wallace Campbell

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2017 → Present
  Brett Campbell Llc
  Cary, NC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: ADAMS FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 03/2019; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE SALES, START DATE: 4/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: SELLING ANNUITIES; (3) NAME OF OTHER BUSINESS: BRETT CAMPBELL, LLC INVESTMENT RELATED: NO ADDRESS: 813 POTTERSTONE GLEN WAY, CARY, NC 27519 NATURE OF BUSINESS: LLC START DATE: 1/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: ENTITY SET UP FOR PERSONAL TAX STRATEGY (4) NAME OF OTHER BUSINESS: ADAMS FINANCIAL PARTNERS ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INSURANCE SALES ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; START DATE: 09/2019 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE SALES ; (5) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: WHITE LAKE, NC 28337 ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 06/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL ; BRIEF DESCRIPTION OF DUTIES: LAKE HOUSE RENTAL (6) NAME OF OTHER BUSINESS: APEX BAPTIST CHURCH ; INVESTMENT RELATED: NO; ADDRESS: 110 S SALEM STREET APEX, NC 27502; NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: INVESTMENT COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REVIEW AND MONITOR BANK ACCOUNTS, HELP WITH ASSET ALLOCATION DECISIONS, ASSIST DIRECTOR WITH FINANCIAL RECOMMENDATIONS;

Exams

• S66 Uniform Combined State Law Examination
  2008-02-20

Designations

• Certified Financial Planner

Other Names

• Brett Campbell
• Brett Wallace Campbell