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Sean Colin Campbell

Campbell Deegan Financial

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About Sean Colin Campbell

Sean Campbell is an Investment Advisor Representative with Campbell Deegan Financial. Sean has been in the industry since 1998 and has held previous positions at PURSHE KAPLAN STERLING INVESTMENTS and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Sean is registered with the state of Virginia and has passed the Series 66, Series 7 and SIE exams. Sean is a Managing Partner of Campbell Deegan Financial and is responsible for managing the RIA business. Campbell Deegan Financial is a Registered Investment Advisor with offices in Richmond, VA. The firm provides financial planning, portfolio management and credit and cash management solutions to individuals, families, businesses and institutions.

Firm Information

Sean Campbell is currently registered with Campbell Deegan Financial. Campbell Deegan Financial is a registered investment adviser based in Richmond, Virginia. The firm provides financial planning, portfolio management, and credit and cash management solutions to individuals, corporations, and high-net-worth clients. They manage over $565 million in assets.
Campbell Deegan Financial

8730 STONY POINT PARKWAY

RICHMOND, VA 23235

$565.01M

Assets Under Management

Not reported

Total Clients

4

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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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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credit and cash management solutions

Credit and cash management solutions

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

Revenue sharing with affiliate focus treasury & credit solutions

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Sean Campbell’s Registration & Firm History

VA

05/07/2018 - Present

Campbell Deegan Financial (Richmond VA)

VA

02/17/2017 - 07/16/2021

PURSHE KAPLAN STERLING INVESTMENTS (Richmond VA)

VA

11/10/1998 - 02/21/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 01/31/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Colin Campbell.
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