Unclaimed
Timothy Ryan Deegan is a financial advisor at Campbell Deegan Financial, LLC based in Richmond, VA. Timothy has over 10 years of experience in the financial services industry. He is a registered investment advisor in Virginia and holds the Series 66, Series 7 and SIE licenses. Timothy focuses on providing financial planning and investment management services to individuals and families, including high-net-worth individuals, corporations, and other businesses. He is committed to helping clients achieve their financial goals and aspirations. Timothy is also involved in the community and is a member of the Richmond Chamber of Commerce.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions
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.
Revenue sharing with affiliate focus treasury & credit solutions
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2
VA
05/07/2018 - Present
Campbell Deegan Financial (Richmond VA)
VA
02/17/2017 - 01/28/2021
PURSHE KAPLAN STERLING INVESTMENTS (Richmond VA)
VA
06/27/2011 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
BOTH
Issued 07/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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