Timothy Deegan is a registered investment advisor at Campbell Deegan Financial, based in Richmond, VA, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 741 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee ranges up to 2.00% depending upon the size and composition of a client’s portfolio and the type of services rendered. Fee may be negotiable.
Fee Estimator
Location
8730 Stony Point Pkwy, Suite 100, Richmond, VA, 23235
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy owns multiple rental properties through SBeulah, LLC, Lamb, LLC, and 2115 Marshall LLC. He spends minimal time reviewing financials for each property monthly and has hired a full-time property manager for SBeulah, LLC.
Employment History
Current Registrations
Campbell Deegan Financial
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Campbell Deegan Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.