Unclaimed Profile

Evan T Beach

CAMPBELL WEALTH MANAGEMENT, INC.·ALEXANDRIA, Virginia

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record16 years registeredCAMPBELL WEALTH MANAGEMENT, INC.

330 JOHN CARLYLE STREET, ALEXANDRIA, VA 22314CRD# 5670540Firm CRD# 152956

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Evan T Beach · ALEXANDRIA, VA

Registration

CRD #5670540 · CAMPBELL WEALTH MANAGEMENT, INC. · 16 years registered

Brand Profile

Not yet started

Career History

MARINER INDEPENDENT

Jul 2023 – present

CAMPBELL WEALTH MANAGEMENT, INC.

Jun 2015 – Jul 2023

ALEXANDRIA, VA

MCADAM LLC

Oct 2014 – Jun 2015

TYSONS CORNER, VA

VOYA FINANCIAL ADVISORS, INC.

Sep 2009 – Oct 2014

TYSONS CORNER, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 18, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMPBELL WEALTH MANAGEMENT, INC.

CRD 152956 · SEC 801-71121

AUM

$1.0B

Regulatory assets under management

Employees

1,921 client accounts

Services offered by CAMPBELL WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAMPBELL WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Evan T Beach offer?

Evan T Beach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Evan T Beach's credentials?

Evan T Beach holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Evan T Beach located?

Evan T Beach is based in ALEXANDRIA, Virginia, working with CAMPBELL WEALTH MANAGEMENT, INC.. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.

How does Evan T Beach charge for services?

Evan T Beach's firm is compensated through percentage of aum, hourly charges, subscription fees, other: workshops and seminars. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMPBELL WEALTH MANAGEMENT, INC.?

CAMPBELL WEALTH MANAGEMENT, INC. has approximately 31 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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