Katelyn Smith
Professional Summary
Katelyn Smith, who also goes by Kate Elizabeth Ely, Katelyn Elizabeth Ely, Katelyn Ely, Kate Elizabeth Smith, Kate Smith, Katelyn Elizabeth Smith, is a registered financial advisor currently at CAMPBELL FINANCIAL SERVICES, LLC located in Baltimore, Maryland. Katelyn is registered as a RR (Registered Representative) and started their career in finance in 2018. Katelyn has worked at 1 firm and has passed the Series 63, SIE, Series 7 and Series 3 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kate Elizabeth Ely, Katelyn Elizabeth Ely, Katelyn Ely, Kate Elizabeth Smith, Kate Smith, Katelyn Elizabeth Smith
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
CAMPBELL FINANCIAL SERVICES, INC. | CAMPBELL FINANCIAL SERVICES, LLC
Contact Information
Main Address
2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209Mailing Address
2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209Phone Number
(410) 413-2600Established
Maryland since 03/18/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/18/2021)
(10/18/2021)
(11/2/2018)
(9/19/2018)
(11/2/2018)
(10/18/2021)
(9/19/2018)
(10/18/2021)
(11/2/2018)
(10/18/2021)
(11/2/2018)
(10/18/2021)
(9/19/2018)
(11/2/2018)
(9/19/2018)
(10/18/2021)
(10/18/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Katelyn Smith's CRS (Customer Relationship Summary).
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