Meghan
Lusk

Campbell Wealth Management, Inc

CRD#5806455
Investment Advisor
in Alexandria, VA

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About this Advisor

Meghan Lusk is a certified financial planner working out of Alexandria, Virginia with a total of 4 years of industry experience. Lusk is currently employed by Campbell Wealth Management, Inc. Throughout their career, they have worked at Sullivan, Bruyette, Speros & Blayney, LLC, Campbell Wealth Management and Madison Avenue Securities. Lusk maintains Series 66 and Series 63 licenses, designating them as a securities agent, and is approved to work in Virginia. Campbell Wealth Management, Inc is an advisory business based out of Alexandria, VA. It oversees $800 million in assets under management between its 1,987 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,987 customer accounts, 52% belong to high-net-worth clients who have greater than $1 million in assets. Campbell Wealth Management, Inc has 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. Financial advisory fees are based on which services are provided. Fee types charged by Campbell Wealth Management, Inc likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

330 John Carlyle Street Suite 400
Alexandria, VA 22314

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Campbell Wealth Management, Inc Brokerage Details

Total Assets Under Management

$799,672,435

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

33

VA Average: 32
Total Number of Accounts

1,987

VA Average: 1,458
Average Account Size

$402,452

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
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Meghan Lusk Work History

Meghan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Campbell Wealth Management

2019 - Present (5 years)

Madison Avenue Securities

2012 - 2019 (7 years)

Sullivan, Bruyette, Speros & Blayney, LLC

*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 Meghan Lusk 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

Frances Fang
Alexandria, VA
Mark Wagner
Alexandria, VA
Tyler Frech
Alexandria, VA
Nathan Blumenschein
Alexandria, VA
Meghan Lusk
Alexandria, VA
Rick Baray
Alexandria, VA
Brandon Cawley
Alexandria, VA
David Gao
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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