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Alexander Gould Campbell

A.g. Campbell Advisory, LLC

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About Alexander Gould Campbell

Alexander Campbell is a registered investment advisor with over 30 years of experience in the financial services industry. Alexander has a deep understanding of the financial markets and specializes in providing financial planning and portfolio management services to individuals and families. Alexander has a proven track record of success in helping clients achieve their financial goals. Alexander is currently managing partner of A.g. Campbell Advisory, LLC. Alexander is also a registered investment advisor with Coastal Equities, Inc., Fairport Capital, Inc., Brown Advisory Securities, LLC, Morgan Stanley DW Inc., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated.

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

06/04/2012 - Present

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

MD

05/22/2012 - 01/03/2017

COASTAL EQUITIES, INC. (BALTIMORE MD)

AZ

09/18/2009 - 03/08/2012

FAIRPORT CAPITAL, INC. (SCOTTSDALE AZ)

MD

10/24/2003 - 09/21/2009

BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)

NY

08/06/1999 - 10/28/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

MD

09/01/1997 - 08/29/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

09/24/1985 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

IA

Issued 06/28/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2012

Series 3 - National Commodity Futures Examination

BC

Issued 12/19/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 09/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Alexander Gould Campbell. Review regulatory record here.
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