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Campbell Deegan Financial

Headquartered in RICHMOND, VA

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Firm Information

Campbell Deegan Financial is a registered investment adviser based in Richmond, Virginia. The firm provides financial planning, portfolio management, and credit and cash management solutions to individuals, corporations, and high-net-worth clients. They manage over $565 million in assets.

Campbell Deegan Financial

8730 STONY POINT PARKWAY

RICHMOND, VA 23235

$565.01M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions

Credit and cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with affiliate focus treasury & credit solutions

Branch Locations (1)

CAMPBELL DEEGAN FINANCIAL has a total of 1 branch locations across the country.
location

Richmond, VA

Advisors at Campbell Deegan Financial

View All 4 Advisors
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Andrew Stuart Blain

RA

Richmond, VA

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Timothy Ryan Deegan

RA

Richmond, VA

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Sean Colin Campbell

RA

Richmond, VA

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Mary gordon Seay

RA

Richmond, VA

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Disclosures

There are no public disclosures for Campbell Deegan Financial.

Frequently Asked Questions (7)

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