Kelly Campbell is a CFP, ChFC-designated registered investment advisor, based in Alexandria, VA, with 33 years of industry experience.
Location
330 John Carlyle Street, Suite 400, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly is involved in several business activities, including owning a dog kenneling business (Dog Eaze Inn), providing executive coaching, managing equestrian activities through Aspire Equine LLC, and managing multiple real estate holdings and rental properties. She also owns Build a Plan, which provides financial education content, and is a partner in Campbell Wealth Partners, Inc., a holding company.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Madison Avenue Securities, LLCBroker
Campbell Wealth Management, INC.
LPL Financial LLCBroker
LPL Financial Corporation
Signator Investors, INC.
Signator Investors, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Mimlic Sales CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations22 states
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