Campbell Financial Services, LLC

Broker-DealerFINRA Member
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 classified in FINTRX as a fund distributor rather than an asset manager or capital allocator. The firm’s ownership structure is recorded as a mix of a domestic entity and individual ownership. FINTRX notes that the firm is not an active ESG investor, is not designated as a multi-state adviser, is not a pension consultant, and is not identified as a related adviser. The available profile points to a business model centered on distribution activities rather than discretionary portfolio management or direct capital deployment. There are no advisory activity details, fee schedule, or client-segments listed in the record provided.

Assets & Accounts

Investments & Alternatives

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

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

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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