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Detailed Report
Derek Alexander Campbell
Derek Campbell
CRD#: 6424489
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Investment Adviser
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Previous Broker
BEACON POINTE ADVISORS, LLCCRD#: 119290 123 S MARENGO
SUITE 200
PASADENA, CA 91101
Registration History
2018201920202021202220232024202520262 FIRMS2019 - 2022 (2 years)IABEACON POINTE ADVISORS, LLC (CRD# 119290)2024 - Present (<1 year)BMORGAN STANLEY (CRD# 149777)2018 - 2019 (<1 year)IABRIDGE ADVISORY LLC (CRD# 148282)2022 - 2024 (2 years)
License(s)

State Registrations

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California 10/21/2024
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Texas 3/7/2025
Current Registration(s)
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BEACON POINTE ADVISORS, LLC (CRD#:119290)
123 S MARENGO SUITE 200, PASADENA, CA 91101
Registered with this firm since 10/21/2024
Previous Registration(s)
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 03/28/2022 - 10/31/2024 BRIDGE ADVISORY LLC (CRD#:148282) PASADENA, CA
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 09/30/2019 - 02/28/2022 MORGAN STANLEY (CRD#:149777) Laguna Niguel, CA
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 09/10/2019 - 02/28/2022 MORGAN STANLEY (CRD#:149777) Laguna Niguel, CA
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 09/04/2018 - 01/08/2019 MORGAN STANLEY (CRD#:149777) NEWPORT BEACH, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.