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Andrew Stuart Blain

Campbell Deegan Financial

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About Andrew Stuart Blain

Andrew Blain is a financial advisor in Richmond, VA and has been in the industry since 2017. Andrew is currently registered with Campbell Deegan Financial and previously was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew has passed the Series 7 and Series 66 exams. Andrew specializes in providing credit and cash management solutions, financial planning, and portfolio management services to high net worth individuals, corporations and other businesses.

Firm Information

Andrew Blain is currently registered with Campbell Deegan Financial. 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

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Andrew Blain’s Registration & Firm History

VA

07/09/2021 - Present

Campbell Deegan Financial (Richmond VA)

VA

10/19/2017 - 07/12/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 11/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Andrew Stuart Blain. Review regulatory record here.
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