Andrew
Blain

Campbell Deegan Financial

CRD#6854535
Investment Advisor
in Richmond, VA

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About this Advisor

Andrew Blain is a financial advisor operating out of Richmond, Virginia with a total of 2 years of relevant experience. Blain is an employee of Campbell Deegan Financial. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Virginia, Browngreer Plc, Bank Of America, N.A and Campbell Deegan Financial. Blain has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Campbell Deegan Financial is a registered investment firm operating out of Richmond, VA. It oversees $506 million in assets under management among its 1,507 accounts, making it one of the bigger firms in the nation by assets under management. Of its 1,507 accounts, 19% are associated with high-net-worth clients who have more than $1 million in investable assets. The company performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fee schedules usually vary depending on which services are provided. Fee types billed by Campbell Deegan Financial can be comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

8730 Stony Point Pkwy Suite 100
Richmond, VA 23235

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Campbell Deegan Financial Brokerage Details

Total Assets Under Management

$505,623,035

VA Average: $1,835,309,194
Total Number of Employees

6

VA Average: 32
Total Number of Accounts

1,507

VA Average: 1,458
Average Account Size

$335,516

VA Average: $1,258,785

Investment Advisory Services

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

Andrew Blain Work History

Andrew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Campbell Deegan Financial

2018 - 2021 (3 years)

Bank Of America, N.A

2017 - 2021 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

University Of Virginia

2012 - 2016 (4 years)

Browngreer Plc

*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 Andrew Blain 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 Deegan Financial

Andrew Blain
Richmond, VA
Timothy Deegan
Richmond, VA
Mary Gordon Seay
Richmond, VA
Sean Campbell
Richmond, VA

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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