Sean
Campbell
Campbell Deegan Financial
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About this Advisor
Sean Campbell is a financial advisor who works out of Richmond, Virginia with 5 years of industry experience. Campbell is an advisor for Campbell Deegan Financial. Their career trajectory has included roles at Campbell Deegan Financial, LLC, Purshe Kaplan Sterling Investments, Inc, Campbell Deegan Wealth Management, LLC, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Campbell holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Virginia. Campbell Deegan Financial is a registered investment company that has its headquarters in Richmond, VA. It manages $506 million in assets under management between its 1,507 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,507 accounts, 19% are associated with high-net-worth investors who have greater than $1 million in assets. Campbell Deegan Financial provides a number of services, including 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 typically vary depending on which service is provided. Fee types billed by Campbell Deegan Financial can include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Campbell Deegan Financial Brokerage Details
$505,623,035
6
1,507
$335,516
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
Sean Campbell Work History
Sean has been registered as a financial advisor for 5 years.*
Campbell Deegan Wealth Management, LLC
Purshe Kaplan Sterling Investments, Inc
Campbell Deegan Financial, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Sean 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 Campbell Deegan Financial
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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