Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
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
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
Active
Inactive
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