Andrew
Ataras
Campbell Wealth Management, Inc
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About this Advisor
Andrew Ataras is a financial advisor based in Alexandria, Virginia, working with Campbell Wealth Management, Inc. Andrew has previously held positions at Ameriprise Financial Services, Inc, Purshe Kaplan Sterling Investments, Veridian Capital Partners, Diversified Business Associates, Madison Avenue Securities, and Campbell Wealth Management. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Virginia. Currently, Andrew is part of Campbell Wealth Management, Inc, which operates out of Alexandria, Virginia. The firm has 31 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Campbell Wealth Management, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Campbell Wealth Management, Inc Brokerage Details
$1,004,912,030
31
1,921
$523,119
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Andrew Ataras Work History
Madison Avenue Securities
Campbell Wealth Management
Purshe Kaplan Sterling Investments
Veridian Capital Partners
Ameriprise Financial Services, Inc
Diversified Business Associates
Disclosures
Please visit the SEC profile of Andrew Ataras 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 Campbell Wealth Management, Inc
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
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