Unclaimed Profile

Mark Thomas Wagner

CAMPBELL WEALTH MANAGEMENT, INC.·ALEXANDRIA, Virginia

SIE, Series 7, Series 66CFAClean record22 years registeredCAMPBELL WEALTH MANAGEMENT, INC.

330 JOHN CARLYLE STREET, ALEXANDRIA, VA 22314CRD# 3150329Firm CRD# 152956

Profile Verification

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

Identity

Mark Thomas Wagner · ALEXANDRIA, VA

Registration

CRD #3150329 · CAMPBELL WEALTH MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2024 – present

CAMPBELL WEALTH MANAGEMENT, INC.

Feb 2017 – Mar 2025

ALEXANDRIA, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2012 – Oct 2013

BELMONT, MA

WELLS FARGO ADVISORS, LLC

Apr 2011 – Mar 2012

WALTHAM, MA

WAYNE HUMMER ASSET MANAGEMENT COMPANY

Aug 2006 – Sep 2008

CHICAGO, IL

WAGNER INVESTMENT MANAGEMENT, LLC

Apr 2004 – Jan 2007

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 6, 2004

Years registered · 22

Professional designation · CFA

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 Mark Thomas Wagner offer?

Mark Thomas Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Mark Thomas Wagner's credentials?

Mark Thomas Wagner holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Thomas Wagner located?

Mark Thomas Wagner 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 Mark Thomas Wagner charge for services?

Mark Thomas Wagner'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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