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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Rawlings is a financial advisor with Campbell Wealth Management, Inc. in Alexandria, VA. Jacob has been in the industry since 2011 and has experience working with individuals, businesses, and high-net-worth clients. Jacob holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Jacob’s previous experience includes working at Wells Fargo Advisors, LLC, Capital One Investing, LLC, and LPL Financial LLC. Campbell Wealth Management, Inc. is a registered investment advisor specializing in financial planning, portfolio management, and educational workshops. The firm manages approximately $1 billion to $10 billion in assets for clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Informational/educational/motivational workshops
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Workshops and seminars
1
2
VA
07/24/2018 - Present
Campbell Wealth Management, Inc. (ALEXANDRIA VA)
VA
05/15/2018 - 10/05/2018
LPL FINANCIAL LLC (ALEXANDRIA VA)
VA
05/05/2017 - 04/23/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
VA
09/12/2014 - 05/03/2017
WELLS FARGO CLEARING SERVICES, LLC (ARLINGTON VA)
VA
07/28/2011 - 09/03/2014
ING FINANCIAL PARTNERS, INC. (TYSONS CORNER VA)
IA
Issued 10/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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