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Alexander G Campbell

A.g. Campbell Advisory, LLC

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About Alexander G Campbell

Alexander G Campbell is a registered Investment Advisor Representative in Maryland. Alexander is affiliated with A.G. Campbell Advisory, LLC in Baltimore, MD. Alexander is licensed to provide financial planning, portfolio management for businesses, and portfolio management for individuals. Alexander has 1 state exam, the Uniform Investment Adviser Law Examination (Series 65). Alexander has been in the industry since March of 2024. A.G. Campbell Advisory, LLC manages approximately $411,291,828 in client assets. The firm provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, and high net worth individuals.

Firm Information

Alexander Campbell is currently registered with A.g. Campbell Advisory, LLC. A.g. Campbell Advisory, LLC is a registered investment advisor based in BALTIMORE, MD. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and other clients. A.g. Campbell Advisory, LLC manages approximately $411,291,828 in assets.
A.g. Campbell Advisory, LLC

1340 SMITH AVENUE

BALTIMORE, MD 21209

$411.29M

Assets Under Management

68

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Alexander Campbell’s Registration & Firm History

MD

07/15/2024 - Present

A.g. Campbell Advisory, LLC (BALTIMORE MD)

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Licenses & Designations

IA

Issued 07/13/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander G Campbell.
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