Timothy
Deegan
Campbell Deegan Financial
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About this Advisor
Timothy Deegan is a financial advisor working out of Richmond, Virginia, with 5 years of relevant experience. Deegan works at Campbell Deegan Financial. Their career trajectory has included roles at Merrill Lynch Pierce, Fenner & Smith, Inc, Bank Of America, N.A, Purshe Kaplan Sterling Investments, Campbell Deegan Financial, LLC and Campbell Deegan Wealth Management Dba Campbell Deegan Financial. Deegan maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia. Campbell Deegan Financial is an advisory business headquartered in Richmond, VA. It administers $506 million in total assets among its 1,507 client accounts, making it one of the larger firms in the country by assets under management. Of its 1,507 accounts, 19% belong to high-net-worth clients who have greater than $1 million in assets. Campbell Deegan Financial provides 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. Fees for financial management largely vary depending on which services are offered. However, fee types billed by Campbell Deegan Financial likely consist 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
Timothy Deegan Work History
Timothy has been registered as a financial advisor for 5 years.*
Campbell Deegan Wealth Management Dba Campbell Deegan Financial
Purshe Kaplan Sterling Investments
Campbell Deegan Financial, LLC
Merrill Lynch Pierce, Fenner & Smith, Inc
Bank Of America, N.A
*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 Timothy Deegan 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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