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Alan Campbell is a Registered Representative with Securities America, Inc., a Registered Broker/Dealer and Member of the FINRA and SIPC. There is no affiliation between the Opis Companies® (Opis Advisors, Inc.®, Opis Insurance Services, Inc.® and Opis Retirement Consultants, Inc.®) and Securities America, Inc.
Those seeking “traditional” investment brokerage services, where the broker receives commissions as opposed to fees, may do so through Securities America, Inc. and may choose to appoint Mr. Campbell as their broker.
Currently Mr. Campbell is licensed to offer securities in Arizona, California, Florida, Hawaii, Idaho, Montana, Nevada, New York, Oregon, Utah, Washington and Wyoming. Those residing in other states would be able to conduct investment business with Mr. Campbell subsequent to his seeking and receiving approval to do so from those respective states, a process that normally takes less than two days.
If the investment product offered is an insurance product, such as a variable annuities or variable life insurance policies, then Mr. Campbell is licensed to conduct variable annuity and insurance business in California and Wyoming under his life and annuity license numbers 0775396 and 194242.
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