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Kelly Peter Campbell

CAMPBELL WEALTH MANAGEMENT, INC.·ALEXANDRIA, Virginia
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330 JOHN CARLYLE STREET, ALEXANDRIA, VA 22314CRD# 2284105Firm CRD# 152956
01

About

Kelly Peter Campbell is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with CAMPBELL WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAMPBELL WEALTH MANAGEMENT, INC.
CAMPBELL WEALTH MANAGEMENT, INC.
AUM
$1.0B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at CAMPBELL WEALTH MANAGEMENT, INC. →
Services
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: WORKSHOPS AND SEMINARS
Regulatory
SEC/IARD CRD# 2284105
Firm CRD# 152956
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at CAMPBELL WEALTH MANAGEMENT, INC.

Kimberly Bonstein Campbell
ALEXANDRIA, VA
Richard Lee Clement
ALEXANDRIA, VA
Evan T Beach
ALEXANDRIA, VA
Mark Thomas Wagner
ALEXANDRIA, VA

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