CAMPBELL FINANCIAL SERVICES, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
42953
Registered since
January 7, 1998

Firm profile

FINTRX

Overview

Campbell Financial Services, LLC is organized as a limited liability company and is registered with the SEC since 1998. The firm’s ownership is reported as a combination of a domestic entity and an individual. Publicly listed classification is “Unclassified,” and the dataset does not identify specific advisory or business activities for the firm. Regulatory and operational flags in the source indicate the firm is not a capital allocator, does not self-identify as an active ESG investor, and is not designated as a multistate or newly formed adviser. It also is not listed as a pension consultant or as having a related adviser relationship.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOHN RADLE

    Chief Operating OfficerCRD 2046095

Contacts

3 of 13
  • Darvin Sterner

    Managing DirectorCRD 5859141

  • Cory Cuje

    Executive DirectorCRD 4507821

  • Dustin Grose

    Executive DirectorCRD 5399246

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
2850 Quarry Lake Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth