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KV

Kristin Vanicky

CAMPBELL FINANCIAL SERVICES
BALTIMORE, MD 21209
Some features on this profile are disabled
CRD#: 2794082
KV

Professional summary

Kristin Vanicky, who also goes by Kristin Jane Dietz, Kristin Jane Vanicky, is a registered financial professional currently at CAMPBELL FINANCIAL SERVICES, LLC located in Baltimore, Maryland.

Kristin is registered as a RR (Registered Representative) and started their career in finance in 1998. Kristin has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 3, Series 55 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kristin Jane Dietz | Kristin Jane Vanicky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kristin Vanicky's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 22, 2019 - Present

CAMPBELL FINANCIAL SERVICES, LLC

Office #1: 2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209
BD
CRD#: 42953
BALTIMORE, MD
Past

February 14, 2008 - May 7, 2008

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
HUNT VALLEY, MD
Past

June 23, 2005 - January 30, 2006

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
BALTIMORE, MD
Past

March 30, 1998 - June 14, 2004

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/20/2021)
RR
Alaska
(5/29/2019)
RR
Arizona
(5/24/2019)
RR
Arkansas
(10/20/2021)
RR
Colorado
(3/1/2019)
RR
District of Columbia
(11/30/2021)
RR
Georgia
(10/21/2021)
RR
Hawaii
(5/28/2019)
RR
Idaho
(5/24/2019)
RR
Illinois
(10/22/2021)
RR
Iowa
(5/28/2019)
RR
Kansas
(5/30/2019)
RR
Kentucky
(10/21/2021)
RR
Louisiana
(10/20/2021)
RR
Maryland
(2/28/2019)
RR
Minnesota
(5/28/2019)
RR
Mississippi
(10/21/2021)
RR
Missouri
(10/20/2021)
RR
Montana
(5/28/2019)
RR
Nebraska
(5/29/2019)
RR
Nevada
(5/30/2019)
RR
New Mexico
(5/28/2019)
RR
North Carolina
(10/21/2021)
RR
North Dakota
(6/4/2019)
RR
Oklahoma
(5/28/2019)
RR
Oregon
(11/10/2021)
RR
South Carolina
(10/20/2021)
RR
South Dakota
(5/28/2019)
RR
Tennessee
(10/21/2021)
RR
Texas
(5/28/2019)
RR
Utah
(5/24/2019)
RR
Virginia
(10/20/2021)
RR
Washington
(5/28/2019)
RR
West Virginia
(10/28/2021)
RR
Wisconsin
(5/31/2019)
RR
Wyoming
(6/4/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 5/24/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/22/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/21/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 7/13/2018
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 4/17/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 3/27/1998
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CF
CAMPBELL FINANCIAL SERVICES, LLC
CAMPBELL FINANCIAL SERVICES, INC. | CAMPBELL FINANCIAL SERVICES, LLC

CRD#: 42953 / SEC#: , 8-50119

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209
Mailing Address
2850 Quarry Lake Drive, Baltimore, MD 21209
Phone number
(410) 413-2600
Established
Maryland since 03/18/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CAMPBELL & COMPANY, LPOWNER
LLOYD, THOMAS PAGEDIRECTOR, PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER4001249
MCANDREW, JAYMEECHIEF FINANCIAL OFFICER & TREASURER7497549
RADLE, JOHN ROBERTDIRECTOR & CHIEF OPERATING OFFICER2046095

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAMPBELL FINANCIAL SERVICES, LLC

CRD#: 42953Baltimore, MD 21209

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