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Blake Moran Campbell

Onesource Wealth Advisors

Vero Beach, FL

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Current Employers
Onesource Wealth Advisors

601 21St Street Suite 300, Vero Beach, FL 32960 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
TX RA APPROVED_RES 2020-04-16
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2020-04-16

Branch Locations

601 21St St. Suite 300, Vero Beach, FL 32960 • 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
Onesource Financial Management Group, Inc. Vero Beach FL 05/2004 Present
Horter Investment Management Cincinnati OH 07/2015 01/2017
Virtue Capital Management, Llc Nashville TN 01/2017 09/2018
Lifepro Asset Management, Llc San Diego CA 09/2018 02/2021
Onesource Wealth Management, Llc Vero Beach FL 11/2018 Present
Worth Unlimited Llc Vero Beach FL 09/2019 12/2020
  • 05/2004 → Present
    Onesource Financial Management Group, Inc.
    Vero Beach, FL
  • 07/2015 → 01/2017
    Horter Investment Management
    Cincinnati, OH
  • 01/2017 → 09/2018
    Nashville, TN
  • 09/2018 → 02/2021
    Lifepro Asset Management, Llc
    San Diego, CA
  • 11/2018 → Present
    Onesource Wealth Management, Llc
    Vero Beach, FL
  • 09/2019 → 12/2020
    Worth Unlimited Llc
    Vero Beach, FL
Previous Registrations
Other Businesses

(1) ONESOURCE FINANCIAL MANAGEMENT GROUP, INC.; INVESTMENT RELATED; 601 21st Street, Third Floor, VERO BEACH, FL 32960; INSURANCE AND ANNUITY SALES, Debt elimination and budget counseling; PRESIDENT; START DATE: 05/2004 Approximately 60hours per month, generally DURING SECURITIES TRADING hours. (2) Mr. Campbell, Sr. has an unaffiliated business Money Mastery, where he may offer Clients a debt reduction/elimination financial system. Approximately 5% of his time is spent on this activity outside of trading hours. As an agent, he will receive compensation for this service. The debt reduction model is also an OBA to help clients where they need to eliminate debt (credit card, auto, home) in order to help them in their overall financial wellness. We offer this service as a stand-alone and/or integrated where it is appropriate with fixed products or assets under management. This is not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-01
S63 Uniform Securities Agent State Law Examination 1996-02-16
  • S65 Uniform Investment Adviser Law Examination
    2015-06-01
  • S63 Uniform Securities Agent State Law Examination
    1996-02-16

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