Hope
Campbell

Fai Wealth Management

CRD#7722409
Investment Advisor
in Columbia, MD

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About this Advisor

Hope Campbell is a financial advisor operating in Columbia, Maryland. Campbell currently works for Fai Wealth Management. Over the course of their career, Campbell has held roles at University Of Virginia, The Union Mission Ministries, Quality Advantage, Inc, Willcox & Savage, P.C, Fai Wealth Management and Full Time Student. Campbell maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Maryland. Fai Wealth Management is a business headquartered in Columbia, MD. It manages $283 million in assets under management across its 672 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 672 customer accounts, 58% are associated with high-net-worth investors who have at least $1 million in assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on the financial services offered. Fee types charged by Fai Wealth Management most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10211 Wincopin Circle Suite 220
Columbia, MD 21044-3308

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Fai Wealth Management Brokerage Details

Total Assets Under Management

$282,526,582

MD Average: $6,889,882,315
Total Number of Employees

8

MD Average: 45
Total Number of Accounts

672

MD Average: 765
Average Account Size

$420,426

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Hope Campbell Work History

Hope has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Fai Wealth Management

2018 - 2018 (< 1 year)

Quality Advantage, Inc

2018 - 2021 (3 years)

Willcox & Savage, P.C

2016 - 2018 (2 years)

The Union Mission Ministries

2013 - 2017 (4 years)

University Of Virginia

2013 - 2013 (< 1 year)

Full Time Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Hope Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fai Wealth Management

Hope Campbell
Columbia, MD
Mark Stinson
Columbia, MD
Skyler Hutcheson
Columbia, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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