Best Investors Account Sign in
Inactive

Alan Scott Campbell

Spinnaker Financial Advisors, LLC

Idaho Falls, ID

Claim This Profile
Current Employers
Spinnaker Financial Advisors, Llc

2922 Cortez Avenue, Idaho Falls, ID 83404 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2019-05-15
TX RA APPROVED_RES 2018-08-21
ID RA APPROVED 2014-09-02
  • UT RA
    APPROVED
    Since 2019-05-15
  • TX RA
    APPROVED_RES
    Since 2018-08-21
  • ID RA
    APPROVED
    Since 2014-09-02

Branch Locations

2922 Cortez Avenue, Idaho Falls, ID 83404 • 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
Spinnaker Financial Advisors, Llc Idaho Falls ID 08/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-29
  • S65 Uniform Investment Adviser Law Examination
    2006-03-29
Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
SENTINEL WEALTH STRATEGIES
STRAIGHT LINE INVESTMENT GROUP, LLC
VITALITY WEALTH
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS

Other Investors

HUMBERTO RAFAEL PEREZ
Samuel Hobbs Bird
Cutler Dee Gneiting
DIRK THOMPSON MURRAY
MELISSA DAVIS
James Randy Smith
Jessica Jo Smith
BRIAN RONALD NELSON

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Idaho Falls, ID
WELLS FARGO CLEARING SERVICES, LLC · Idaho Falls, ID
EDWARD JONES · IDAHO FALLS, ID
SENTINEL WEALTH STRATEGIES · IDAHO FALLS, ID
STRAIGHT LINE INVESTMENT GROUP, LLC · IDAHO FALLS, ID
VITALITY WEALTH · IDAHO FALLS, ID
LPL FINANCIAL LLC · IDAHO FALLS, ID
ARKADIOS WEALTH ADVISORS · Idaho Falls, ID

More in Idaho Falls, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor