A.g. Campbell Advisory, LLC

A.g. Campbell Advisory, LLC (CRD# 162150) is a financial advisory firm headquartered in Baltimore, MD. They manage $339,192,773 in 59 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $5,749,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KY, MD, VA

Financial Advisors at A.g. Campbell Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Elizabeth B. Brennen
CRD#: 1678369
1340 Smith Avenue, Suite 200, Baltimore, MD 21209

Elizabeth Brennen (CRD# 1678369) is an Investment Advisor Representative working at A.g. Campbell Advisory, LLC in Baltimore, MD and has over 22 years of experience in the finance industry. Elizabeth Brennen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alexander G. Campbell
CRD#: 1390349
1340 Smith Avenue, Suite 200, Baltimore, MD 21209

Alexander Campbell (CRD# 1390349) is an Investment Advisor Representative working at A.g. Campbell Advisory, LLC in Baltimore, MD and has over 35 years of experience in the finance industry.

3
Mark D. Scott
CRD#: 1278844
1340 Smith Avenue, Suite 200, Baltimore, MD 21209

Mark Scott (CRD# 1278844) is an Investment Advisor Representative working at A.g. Campbell Advisory, LLC in Baltimore, MD and has over 21 years of experience in the finance industry.

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