James Campbell

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

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

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

Current Employers

Employment History

• 04/2006 → 07/2017
  Capital One Investing (Formerly Sharebuilder Sec. Corp.)
  Seattle, WA
• 12/2017 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 07/2017 → 12/2017
  Unemployed
  Newcastle, WA
• 11/2020 → 06/2023
  Securities America, Inc.
  La Vista, NE
• 11/2020 → 06/2023
  Arbor Point Advisors
  La Vista, NE
• 12/2023 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 07/2023 → 11/2023
  Unemployed
  Newcastle, WA

Previous Registrations

• 2020-11-06 → 2023-06-20
  Arbor Point Advisors
  Seattle, WA
  La Vista, NE
• 2018-04-04 → 2020-11-06
  Kms Financial Services, Inc.
  Seattle, WA
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2018-04-04
• S63 Uniform Securities Agent State Law Examination
  1999-11-12

Other Names

• Jim Campbell
• James Orville Campbell