Richard Lee Clement

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 10/2018
  Lpl Financial Llc
  Alexandria, VA
• 04/2012 → 12/2024
  Campbell Wealth Managment, Inc.
  Alexandria, VA
• 10/2018 → 12/2024
  Madison Avenue Securities, Llc
  San Diego, CA
• 12/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2012-05-17 → 2025-03-28
  Campbell Wealth Management, Inc.
  Alexandria, VA
• 2011-05-04 → 2012-05-14
  Strategic Wealth Partners, Llc
  Cotopaxi, CO
• 2007-11-15 → 2011-05-03
  Equitable Advisors, Llc
  Falls Church, VA

Exams

• S66 Uniform Combined State Law Examination
  2007-11-06
• S65 Uniform Investment Adviser Law Examination
  1999-06-16
• S63 Uniform Securities Agent State Law Examination
  1990-10-25

Designations

• Certified Financial Planner

Other Names

• Richard Lee Clement
• Richard L Clement