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Timothy Ryan Deegan

Investment adviser representative at Campbell Deegan Financial
15 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

15 years in the industry.

  1. Campbell Deegan FinancialMay 2018 to now
  2. Campbell Deegan Wealth Management dba Campbell Deegan FinancialApr 2018 to now
  3. Purshe Kaplan Sterling InvestmentsFeb 2017 to Jul 2021
  4. Campbell Deegan Financial, LLCFeb 2017 to Apr 2018
  5. Bank of America, N.A.Aug 2011 to Feb 2017
  6. Merrill Lynch Pierce, Fenner & Smith, Inc.May 2011 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2011

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
5898309
Firm CRD
293020
Advisor's SEC record (opens in a new tab)
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