Timothy
Deegan

Campbell Deegan Financial

CRD#5898309
Investment Advisor
in Richmond, VA

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About this Advisor

Timothy Deegan is a financial advisor based in Richmond, Virginia, working with Campbell Deegan Financial. Timothy has previously held positions 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. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Timothy is part of Campbell Deegan Financial, which operates out of Richmond, Virginia. The firm has 6 employees and manages assets totaling $565.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Campbell Deegan Financial includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

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

$565,007,564

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

6

VA Average: 32
Total Number of Accounts

1,611

VA Average: 1,458
Average Account Size

$350,719

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

Timothy Deegan Work History

2018 - Present (6 years)

Campbell Deegan Wealth Management Dba Campbell Deegan Financial

2017 - Present (7 years)

Purshe Kaplan Sterling Investments

2017 - 2018 (1 year)

Campbell Deegan Financial, LLC

2011 - 2017 (6 years)

Merrill Lynch Pierce, Fenner & Smith, Inc

2011 - 2017 (6 years)

Bank Of America, N.A

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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