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Richard Lee Clement

Campbell Wealth Management, Inc.

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About Richard Lee Clement

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.

Firm Information

Richard Clement 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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Richard Clement’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Lee Clement.
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