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Inactive

Clay Campbell

Valeo Financial Advisors, LLC

Carmel, IN

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Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-11-11
  • IN RA
    APPROVED
    Since 2025-11-11

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valeo Financial Advisors Carmel IN 01/2024 Present
Hurlow Wealth Management Indianapolis IN 05/2023 08/2023
Student At Marian University Indianapolis IN 08/2020 12/2023
Subway Wakarusa IN 06/2020 08/2020
National Flag Football Elkhart IN 04/2022 06/2022
Jimtown High School Elkhart IN 01/2015 06/2020
  • 01/2024 → Present
    Valeo Financial Advisors
    Carmel, IN
  • 05/2023 → 08/2023
    Hurlow Wealth Management
    Indianapolis, IN
  • 08/2020 → 12/2023
    Student At Marian University
    Indianapolis, IN
  • 06/2020 → 08/2020
    Subway
    Wakarusa, IN
  • 04/2022 → 06/2022
    National Flag Football
    Elkhart, IN
  • 01/2015 → 06/2020
    Jimtown High School
    Elkhart, IN
Designations

View on SEC IAPD

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WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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