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 has been registered with the SEC since 1998. Public filings classify the firm as a fund distributor rather than a discretionary capital allocator or investment manager. The ownership is identified as a domestic entity/individual structure. The firm's regulatory snapshot signals a distribution-focused business model: it is not listed as a capital allocator, is not an active ESG investor, and is not registered as a multi-state advisor or a pension consultant. Other advisory details and fee structures are not captured in the provided FINTRX summary.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Radle

    John Radle

    Chief Operating OfficerCRD 2046095

  • Jaymee McAndrew

    Jaymee McAndrew

    CFOCRD 7497549

Contacts

3 of 12
  • Thomas Lloyd

    Thomas Lloyd

    General CounselCRD 4001249

  • Andrew Higginson

    Andrew Higginson

    Executive DirectorCRD 5847759

  • Jason Lysek

    Jason Lysek

    Executive DirectorCRD 2325645

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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