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Mark Thomas Wagner

CAMPBELL WEALTH MANAGEMENT, INC.·ALEXANDRIA, Virginia
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330 JOHN CARLYLE STREET, ALEXANDRIA, VA 22314CRD# 3150329Firm CRD# 152956
01

About

Mark Thomas Wagner 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# 3150329
Firm CRD# 152956
No disclosures on file
View on FINRA BrokerCheck →

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05

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

Kimberly Bonstein Campbell
ALEXANDRIA, VA
Richard Lee Clement
ALEXANDRIA, VA
Evan T Beach
ALEXANDRIA, VA
Kelly Peter Campbell
ALEXANDRIA, VA

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