Campbell Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(501) 358-3001

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Campbell Wealth Management

Campbell Wealth Management offers personalized financial planning and investment strategies tailored to the unique goals and risk tolerances of their clients. They serve a diverse clientele, including business owners, families, healthcare professionals, pre-retirees, and retirees. The firm emphasizes a structured process and analytical insights to guide clients in achieving their financial aspirations. With a commitment to understanding their clients' needs, they provide support and guidance throughout the financial planning journey.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Campbell Wealth Management Org Chart

PhoneEmail
LB

Client Associate

PhoneEmail
JC

Financial Advisor

PhoneEmail
SC

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Campbell Wealth Managemen...

<$5M
1-10
Private
-
2003
LB
Lacy BaileyClient Associate
<$5M
1-10
Private
-
2019
EM
Ellen McCormackAssistant Branch Manager
<$5M
1-10
Private
-
2018
James Lukanich, Managing Director at Green Wealth Management Group
James LukanichManaging Director
<$5M
1-10
Private
-
-
GJ
Garrett JacksonFinancial Advisor
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Campbell Wealth Management Tech Stack

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Frequently Asked Questions Regarding Campbell Wealth Management

What is Campbell Wealth Management's official website?
Campbell Wealth Management's official website is www.campbellwm.com
What is Campbell Wealth Management's Revenue?
Campbell Wealth Management's revenue is <$5 Million
What is Campbell Wealth Management's SIC code?
Campbell Wealth Management's SIC: 62,628
What is Campbell Wealth Management's NAICS code?
Campbell Wealth Management's NAICS: 52,523
How many employees does Campbell Wealth Management have?
Campbell Wealth Management has 1-10 employees
What industry does Campbell Wealth Management belong to?
Campbell Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Campbell Wealth Management competition?
Campbell Wealth Management top competitors include: Green Wealth Management Group, BVJ Wealth Management, Burbank Wealth Management
What technology does Campbell Wealth Management use?
Some of the popular technologies that Campbell Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Adobe Activation
How do I contact Campbell Wealth Management?
Campbell Wealth Management contact info: Phone number: (501) 358-3001 Website: www.campbellwm.com
What does Campbell Wealth Management do?

Campbell Wealth Management offers personalized financial planning and investment strategies tailored to the unique goals and risk tolerances of their clients. They serve a diverse clientele, including business owners, families, healthcare professionals, pre-retirees, and retirees. The firm emphasizes a structured process and analytical insights to... guide clients in achieving their financial aspirations. With a commitment to understanding their clients' needs, they provide support and guidance throughout the financial planning journey.Read More

Is Campbell Wealth Management a public company?
Campbell Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Campbell Wealth Management

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