Unclaimed
Richard Clement is a financial advisor at Campbell Wealth Management, Inc. Richard has been working in the financial industry for over 30 years, with a strong background in investment management and financial planning. Richard has a solid track record of helping individuals and families achieve their financial goals. Richard is committed to providing personalized financial advice and services to his clients. Richard is committed to building long-term relationships with clients based on trust and mutual respect. Richard is also a Certified Financial Planner. Richard is currently registered with the state of Virginia. Richard has been working with Campbell Wealth Management, Inc. since 2012 and has previous experience with LPL Financial LLC, AXA Advisors, LLC, Allstate Financial Services, LLC, and The Equitable Life Assurance Society of the United States. Richard is a valuable resource for clients seeking to achieve their financial goals.
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
05/17/2012 - Present
Campbell Wealth Management, Inc. (ALEXANDRIA VA)
VA
05/02/2012 - 10/05/2018
LPL FINANCIAL LLC (ALEXANDRIA VA)
VA
02/01/2006 - 05/03/2011
AXA ADVISORS, LLC (FALLS CHURCH VA)
NE
08/17/2001 - 01/21/2006
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
10/26/1990 - 10/02/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/26/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/06/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/12/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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