TD
Timothy R. Deegan
CAMPBELL DEEGAN FINANCIAL
Richmond, VA 23235
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CRD#: 5898309
TD
Professional summary
Timothy Ryan Deegan JR, who also goes by Timothy R Deegan Jr, Timothy Ryan Deegan, Timothy Deegan, is a registered financial advisor currently at CAMPBELL DEEGAN FINANCIAL located in Richmond, Virginia.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Timothy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy R Deegan Jr | Timothy Ryan Deegan | Timothy Deegan
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.
1) SBeulah, LLC. Not Investment Related. 3111 Grove Ave, Richmond, VA 23221. Rental Property. Owner. 11/2019. 1 Hr/Mo; 0 During Trading Hours. Owner of Apartment Building. Hired Full Time Property Manager. Review Monthly Financials. 2) Lamb, LLC. Not Investment related. 3111 Grove Ave, Richmond VA 23221. Rental Property. Owner. Start 5/2020. 1 hour per month, not during trading. Owner of apartment building. Will review financials once a month. 3) 2115 Marshall LLC. Not investment related. 3111 Gove Ave, Richmond VA 23221. Rental Property. Owner. Start 7/2021. 1 hour per month during trading. Owner of apartment building. Will review financials once a month. 4) Virginia Commonwealth University, Not investment-related, 301 W Main St, Richmond, VA 23284, Education, Professor, Adjunct Professor, Start date- 8/1/2025, 25 hours/month, 2.5 hours/week during trading hours, Teach finance majors at VCU about Investments/Financial Current Events.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Ryan Deegan JR'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®
NoneExperience
Current
May 7, 2018 - Present
CAMPBELL DEEGAN FINANCIAL
Office #1: 8730 Stony Point Pkwy Suite 100, Richmond, VA 23235RIA
CRD#: 293020
Richmond, VA
Past
February 17, 2017 - May 4, 2018
CAMPBELL DEEGAN FINANCIAL, LLC
RIA
CRD#: 286640
RICHMOND, VA
Past
February 17, 2017 - January 28, 2021
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Richmond, VA
Past
July 22, 2011 - February 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
RICHMOND, VA
Past
June 27, 2011 - February 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
RICHMOND, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CD
CAMPBELL DEEGAN FINANCIAL
CAMPBELL DEEGAN FINANCIAL | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
CRD#: 293020 / SEC#: 801-112661
RIA
Registered Investment Advisory firm - (3/26/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(10/2/2025)
IAR
Virginia(5/7/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CD
CAMPBELL DEEGAN FINANCIAL
CAMPBELL DEEGAN FINANCIAL | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
CRD#: 293020 / SEC#: 801-112661
RIA
Registered Investment Advisory firm - (3/26/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8730 Stony Point Parkway Suite 100, Richmond, VA 23235
Mailing Address
Phone number
(804) 913-1114
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,760 |
| AUM (Assets Under Management) | $ 653,593,952 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMPBELL DEEGAN FINANCIAL
CRD#: 293020Richmond, VA 23235TRUST BUT VERIFY
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