Sean Colin Campbell
Investment adviser representative at Campbell Deegan Financial
28 yearsExperience
2 statesRegistered in
$745.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Campbell Deegan FinancialMay 2018 to now
- Campbell Deegan Wealth Management, LLCApr 2018 to now
- Purshe Kaplan Sterling Investments, IncFeb 2017 to Jul 2021
- Campbell Deegan Financial, LLCFeb 2017 to Apr 2018
- Bank of America, N.A.Sep 2009 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 1998 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Campbell Deegan Financial
Legal name: Campbell Deegan Wealth Management, LLC
$745.1MAssets managed
770Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3130454
- Firm CRD
- 293020