Campbell Wealth Management, Inc.

Campbell Wealth Management, Inc. (CRD# 152956) is a financial advisory firm headquartered in Alexandria, VA. They manage $1,004,912,030 in 1,921 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,005
    MILLION
  • Total Number of Accounts
    1,921
    ACCOUNTS
  • Average Account Value
    $523,119
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, GA, MD, NC, NH, NY, PA, TX, VA

Financial Advisors at Campbell Wealth Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Kelly P. Campbell
CRD#: 2284105
330 John Carlyle Street, Suite 400, Alexandria, VA 22314

Kelly Campbell (CRD# 2284105) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 28 years of experience in the finance industry.

2
Richard L. Clement
CRD#: 2103095
330 John Carlyle Street, Suite 400, Alexandria, VA 22314

Richard Clement (CRD# 2103095) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 33 years of experience in the finance industry.

3
Tyler J. Frech
CRD#: 1389587
330 John Carlyle Street, Suite 400, Alexandria, VA 22314

Tyler Frech (CRD# 1389587) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 29 years of experience in the finance industry.

4
Meghan C. Lusk
CRD#: 5806455
330 John Carlyle Street, Suite 400, Alexandria, VA 22314

Meghan Lusk (CRD# 5806455) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 12 years of experience in the finance industry.

5
Jacob Rawlings
CRD#: 5947033
330 John Carlyle Street, Suite 400, Alexandria, VA 22314

Jacob Rawlings (CRD# 5947033) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 12 years of experience in the finance industry.

6
Nathaniel D. Robinson
CRD#: 6336837
330 John Carlyle Street, Suite 400, Alexandria, VA 22314

Nathaniel Robinson (CRD# 6336837) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 9 years of experience in the finance industry.

7
Mark T. Wagner
CRD#: 3150329
330 John Carlyle Street, Suite 400, Alexandria, VA 22314

Mark Wagner (CRD# 3150329) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 12 years of experience in the finance industry.

8
Quinn W. Archer
CRD#: 7816925
330 John Carlyle Street, Suite 400, Alexandria, VA 22314

Quinn Archer (CRD# 7816925) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has 1 year of experience in the finance industry.

9
Nathan Blumenschein
CRD#: 6954094
330 John Carlyle Street, Suite 400, Alexandria, VA 22314

Nathan Blumenschein (CRD# 6954094) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 5 years of experience in the finance industry.

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