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About A.G. CAMPBELL ADVISORY, LLC
A.G. CAMPBELL ADVISORY, LLC is a leading financial advisory firm that serves clients from all financial backgrounds. The firm is committed to providing personalized financial solutions to help clients achieve their financial goals and secure their financial future. With a team of highly skilled and experienced financial advisors, A.G. Campbell Advisory, LLC has become a trusted name in the financial industry.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions based on individual client needs and goals.
- Offers a wide range of financial services including financial planning, investment management, and retirement planning.
- Uses a client-first approach to build long-lasting relationships with clients.
- Employs a team of highly skilled and experienced financial advisors.
- Committed to helping clients achieve financial security and success.
Facts and Insights
A.G. CAMPBELL ADVISORY, LLC has been in business for over 20 years. During this time, the firm has helped countless clients reach their financial goals and secure their financial future. With a focus on excellence and a commitment to client satisfaction, A.G. CAMPBELL ADVISORY, LLC continues to be a leading financial advisory firm in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| Total | $500 million | 10 | 20+ years |
| Average | $50 million | 1 | 20+ years |
Financial Services Offered
A.G. CAMPBELL ADVISORY, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include financial planning, investment management, retirement planning, tax planning, and wealth management. The firm’s team of financial advisors works closely with clients to develop personalized financial strategies that meet their unique needs and objectives.
Client Types
A.G. CAMPBELL ADVISORY, LLC serves a diverse range of clients, including individuals, families, and small business owners. The firm understands that each client’s financial situation is unique, and therefore, offers customized solutions to meet their specific needs and goals.
Fees & Compensation
A.G. CAMPBELL ADVISORY, LLC believes in transparency and honesty when it comes to fees and compensation. The firm charges a percentage fee based on the assets under management, with rates varying depending on the type of services provided. Clients can also choose a flat fee arrangement or an hourly fee structure, depending on their preferences and needs.
Background
A.G. CAMPBELL ADVISORY, LLC was founded over 20 years ago by A.G. Campbell, a highly respected financial advisor with extensive experience in the industry. Under his leadership, the firm has grown to become a trusted name in the financial advisory space, known for its client-first approach and commitment to excellence.
Financial Advisor Disclosures to Know
A.G. CAMPBELL ADVISORY, LLC is a registered investment advisor and always acts in the best interest of its clients. The firm has no disclosures, legal actions, or conflicts of interest to report, ensuring its clients receive the highest level of service and advice.