Britt
Campbell

Allegheny Investments, LTD

CRD#728135
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Britt Campbell is a certified financial planner operating out of Pittsburgh, Pennsylvania with a total of 16 years of relevant experience. Campbell currently works for Allegheny Investments, LTD. They have spent their entire career at Allegheny Investments, Ltd. Campbell has a Series 63 license, qualifying them as a securities agent, and is approved to work in Pennsylvania. Allegheny Investments, LTD is a firm based in Pittsburgh, PA. The investment advisory business has offices in 15 locations and a total of 99 people on staff. It handles $675 million in assets under management between its 2,948 accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to 20 charities and foundations. Of its 2,948 client accounts, just 9% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Allegheny Investments, LTD offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely vary depending on the services provided. However, fee types charged by Allegheny Investments, LTD can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Stone Quarry Crossing 811 Camp Horne Road, Suite 100
Pittsburgh, PA 15237

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Allegheny Investments, LTD Brokerage Details

Total Assets Under Management

$675,219,021

PA Average: $15,833,994,310
Total Number of Employees

99

PA Average: 41
Total Number of Accounts

2,948

PA Average: 3,342
Average Account Size

$229,043

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Britt Campbell Work History

Britt has been registered as a financial advisor for 16 years.*

1991 - Present (33 years)

Allegheny Investments, LTD

*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 Britt 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 Allegheny Investments, LTD

Jason Bolen
Morgantown, WV
Nicholas Lewandowski
Pittsburgh, PA
Christopher Oneill
Pittsburgh, PA
Eric Matsko
Pittsburgh, PA
Courtney Collins
Pittsburgh, PA
Robert Maruca
Ebensburg, PA
Nicholaus Domachowski
Pittsburgh, PA
Sheryl Kendrick
Pittsburgh, PA

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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