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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Campbell is a financial advisor who has been in the industry since 1993. Kelly has extensive experience working with high-net-worth individuals and individuals other than high-net-worth. Kelly is a Certified Financial Planner and a Chartered Financial Consultant. Kelly currently works at Campbell Wealth Management, Inc. and Captrust. Previously, Kelly worked for LPL FINANCIAL LLC, SIGNATOR INVESTORS, INC., AXA ADVISORS, LLC, THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, MIMLIC SALES CORPORATION, EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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
04/23/2010 - Present
Campbell Wealth Management, Inc. (ALEXANDRIA VA)
VA
08/27/2003 - 10/05/2018
LPL FINANCIAL LLC (ALEXANDRIA VA)
MA
08/02/2001 - 09/10/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
01/21/1997 - 07/27/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/21/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
01/25/1993 - 12/04/1996
MIMLIC SALES CORPORATION (ST. PAUL MN)
NY
12/04/1992 - 01/22/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/04/1992 - 01/22/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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