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FIRM PROFILE
Overview
CAMPBELL FINANCIAL SERVICES, LLC is located at 2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209 and was first established at Philadelphia, Maryland in 03/18/1997. After operating for 29 years, CAMPBELL FINANCIAL SERVICES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CAMPBELL FINANCIAL SERVICES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CAMPBELL FINANCIAL SERVICES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CAMPBELL FINANCIAL SERVICES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CAMPBELL FINANCIAL SERVICES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CAMPBELL FINANCIAL SERVICES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CAMPBELL FINANCIAL SERVICES, LLC Comes From
Understanding the Statistics for CAMPBELL FINANCIAL SERVICES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209
2850 Quarry Lake Drive, Baltimore, MD 21209
Small
(410) 413-2600
Maryland since 03/18/1997
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CAMPBELL FINANCIAL SERVICES, LLC
John Robert Radle
Jason Paul Lysek
Bryan Meckley
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