Unclaimed Profile

Kelly Peter Campbell

CAMPBELL WEALTH MANAGEMENT, INC.·ALEXANDRIA, Virginia

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFP ChFCClean record24 years registeredCAMPBELL WEALTH MANAGEMENT, INC.

330 JOHN CARLYLE STREET, ALEXANDRIA, VA 22314CRD# 2284105Firm CRD# 152956

Profile Verification

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

Identity

Kelly Peter Campbell · ALEXANDRIA, VA

Registration

CRD #2284105 · CAMPBELL WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2024 – present

CAMPBELL WEALTH MANAGEMENT, INC.

Apr 2010 – Mar 2025

ALEXANDRIA, VA

LPL FINANCIAL CORPORATION

Aug 2003 – Apr 2010

ALEXANDRIA, VA

SIGNATOR INVESTORS, INC.

Aug 2001 – Sep 2003

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 17, 2001

Years registered · 24

Professional designations · CFP, ChFC

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 Kelly Peter Campbell offer?

Kelly Peter Campbell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Kelly Peter Campbell's credentials?

Kelly Peter Campbell holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kelly Peter Campbell located?

Kelly Peter Campbell 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 Kelly Peter Campbell charge for services?

Kelly Peter Campbell'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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