AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DG

Dustin Grose

CAMPBELL FINANCIAL SERVICES
BALTIMORE, MD 21209
Some features on this profile are disabled
CRD#: 5399246
DG

Professional summary

Dustin Grose, who also goes by Dustin Lynn Grose, is a registered financial professional currently at CAMPBELL FINANCIAL SERVICES, LLC located in Baltimore, Maryland.

Dustin is registered as a RR (Registered Representative) and started their career in finance in 2008. Dustin has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 3, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Dustin Lynn Grose

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 Dustin Grose'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

January 17, 2012 - Present

CAMPBELL FINANCIAL SERVICES, LLC

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

March 14, 2008 - December 10, 2010

M&T SECURITIES, INC.

BD
CRD#: 17358
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
(2/2/2012)
RR
Alaska
(2/2/2012)
RR
Arizona
(2/2/2012)
RR
Arkansas
(2/2/2012)
RR
California
(2/2/2012)
RR
Colorado
(2/2/2012)
RR
Connecticut
(2/2/2012)
RR
Delaware
(2/2/2012)
RR
District of Columbia
(2/2/2012)
RR
Florida
(2/2/2012)
RR
Georgia
(2/2/2012)
RR
Hawaii
(2/2/2012)
RR
Idaho
(2/2/2012)
RR
Illinois
(2/2/2012)
RR
Indiana
(2/2/2012)
RR
Iowa
(2/2/2012)
RR
Kansas
(2/2/2012)
RR
Kentucky
(2/2/2012)
RR
Louisiana
(2/2/2012)
RR
Maine
(2/2/2012)
RR
Maryland
(1/17/2012)
RR
Massachusetts
(2/2/2012)
RR
Michigan
(2/2/2012)
RR
Minnesota
(2/2/2012)
RR
Mississippi
(2/2/2012)
RR
Missouri
(2/2/2012)
RR
Montana
(2/2/2012)
RR
Nebraska
(2/2/2012)
RR
Nevada
(2/2/2012)
RR
New Hampshire
(2/2/2012)
RR
New Jersey
(2/2/2012)
RR
New Mexico
(2/2/2012)
RR
New York
(2/2/2012)
RR
North Carolina
(2/3/2012)
RR
North Dakota
(2/2/2012)
RR
Ohio
(2/3/2012)
RR
Oklahoma
(2/2/2012)
RR
Oregon
(2/2/2012)
RR
Pennsylvania
(2/2/2012)
RR
Puerto Rico
(2/2/2012)
RR
Rhode Island
(2/2/2012)
RR
South Carolina
(2/2/2012)
RR
South Dakota
(2/2/2012)
RR
Tennessee
(2/2/2012)
RR
Texas
(2/2/2012)
RR
Utah
(2/2/2012)
RR
Vermont
(2/2/2012)
RR
Virginia
(2/2/2012)
RR
Washington
(2/2/2012)
RR
West Virginia
(2/2/2012)
RR
Wisconsin
(2/2/2012)
RR
Wyoming
(2/2/2012)

Exams

State Security Law Exam
RR
Series 63
Date: 8/5/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/21/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 8/28/2012
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 6
Date: 3/13/2008
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/27/2018
General Securities Principal 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor Dustin Grose

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Brian Scott Mckinney
Brian MckinneyAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
Columbia, MD
Gary Stuart Williams
Gary WilliamsAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
Columbia, MD
Lawrence Nelson Leitch
Lawrence LeitchAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
TOWSON, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics