James Campbell
Investment adviser representative at Valic Financial Advisors, Inc.
20 yearsExperience
1 stateRegistered in
$29.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Valic Financial Advisors, Inc.Dec 2023 to now
- UnemployedJul 2023 to Nov 2023
- Arbor Point AdvisorsNov 2020 to Jun 2023
- Securities America, Inc.Nov 2020 to Jun 2023
- Kms Financial Services, IncDec 2017 to Nov 2020
- UnemployedJul 2017 to Dec 2017
- Capital One Investing (formerly Sharebuilder Sec. Corp.)Apr 2006 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3235384
- Firm CRD
- 42803