Evan
Beach
Campbell Wealth Management, Inc
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About this Advisor
Evan Beach is a certified financial planner who works in Alexandria, Virginia with 8 years of relevant experience. Beach is an employee of Campbell Wealth Management, Inc. The advisor has gained experience at Ing Financial Partners, Mcadam Financial Group, Ja Bentley & Co, Purshe Kaplan Sterling Investments, Mcadam LLC, Lpl Financial LLC, Campbell Wealth Management, Inc and Madison Avenue Securities, LLC. Beach has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Campbell Wealth Management, Inc is a registered investment firm operating out of Alexandria, VA. It controls $800 million in assets across its 1,987 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,987 accounts, 52% are held by high-net-worth investors who have at least $1 million in assets. The company offers a number of services, such as 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. Fees for financial management are based on which services the firm provides the client. Fees charged by Campbell Wealth Management, Inc likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Campbell Wealth Management, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$799,672,435
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
33
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,987
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$402,452
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
Evan Beach Work History
Evan has been registered as a financial advisor for 8 years.*
Madison Avenue Securities, LLC
Campbell Wealth Management, Inc
Lpl Financial LLC
Ja Bentley & Co
Purshe Kaplan Sterling Investments
Mcadam LLC
Ing Financial Partners
Mcadam Financial Group
*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 Evan Beach 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
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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