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Quinn William Archer

Campbell Wealth Management, Inc.

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About Quinn William Archer

Quinn William Archer is an investment advisor representative with Campbell Wealth Management, Inc. and Captrust. Quinn has been active in the financial services industry since 2014. Quinn is registered with the state of Virginia. Quinn holds the Series 65 and SIE licenses. Quinn specializes in providing portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars and selection of other advisors.

Firm Information

Quinn Archer is currently registered with Campbell Wealth Management, Inc.. Campbell Wealth Management, Inc. is an Alexandria, VA-based registered investment advisor with over $1 billion in assets under management. The firm provides financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, and other clients. They also offer portfolio management services for individuals and businesses.
Campbell Wealth Management, Inc.

330 JOHN CARLYLE STREET

ALEXANDRIA, VA 22314

$1.00B

Assets Under Management

Not reported

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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informational/educational/motivational workshops

Informational/educational/motivational workshops

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

Workshops and seminars

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Quinn Archer’s Registration & Firm History

VA

01/02/2024 - Present

Campbell Wealth Management, Inc. (ALEXANDRIA VA)

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Licenses & Designations

IA

Issued 12/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Quinn William Archer.
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