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Brian R Campbell

Investment adviser representative at First Citizens Investor Services, Inc.
15 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. First Citizens Investor Services, Inc.Jan 2022 to now
  2. Wells Fargo Clearing Services, LLCNov 2016 to Jan 2022
  3. Wells Fargo Advisors LLCJul 2011 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (GA).

First Citizens Investor Services, Inc.

$2.6BAssets managed
7,645Clients
323Advisers
26 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
5993158
Firm CRD
44430
Advisor's SEC record (opens in a new tab)
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