Kelly Peter Campbell

Current Employers

Employment History

• 08/2003 → 10/2018
  Lpl Financial, Llc
  Alexandria, VA
• 04/2010 → 12/2024
  Campbell Wealth Management, Inc.
  Fairfax, VA
• 10/2018 → 12/2024
  Madison Avenue Securities, Llc
  San Diego, CA
• 12/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 12/2024 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2010-04-23 → 2025-03-28
  Campbell Wealth Management, Inc.
  Alexandria, VA
• 2003-08-27 → 2010-04-26
  Lpl Financial Llc
  Alexandria, VA
  Ellicott City, MD
  Reston, VA
• 2001-08-17 → 2003-09-10
  Signator Investors, Inc.
  Mclean, VA

Other Businesses

1.) NAME: PRINCE WILLIAM KENNELS, INC. DBA: DOG EAZE INN; INV RELATED:NO; ADDRESS:13907 TELEGRAPH ROAD WOODBRIDGE, VA 22191; NATURE:DOG KENNELING; POSITION:BUSINESS OWNER; START DATE:01/2004; HOURS/MONTH:25; TRADING HOURS/MONTH:0; DUTIES: Financial & strategic management 2.) NAME: Advisor Coaching as Kelly Campbell; INV RELATED:NO; ADDRESS: private residence; NATURE: Executive Coaching; POSITION: OWNER; START DATE: 01/01/2015; HOURS/MONTH:2; TRADING HOURS/MONTH:2; DUTIES: Trainer and Executive Coach 3) Name: Aspire Equine, LLC; Investment-Related: No; Address: Private Residence; Nature: Equestrian Activities ; Position/Title: Management ; Start: 1/1/2023 ; Hours/Month: 40 ; Hours during Market Hours: 30; Duties: Financial and Operational Management 4) Name: Campbell Real Estate Holdings, LLC ; Investment-Related: No; Address:Private Residence ; Nature: Real Estate ; Position/Title: Manager ; Start: 1/1/2015 ; Hours/Month:5 ; Hours during Market Hours:0; Duties: Farm Operations, Land holding company 5) Name: CJC Real Este Holdings LLC ; Investment-Related: No; Address:Private Residence; Nature: Rental Property; Position/Title: Manager ; Start:5/1/2021 ; Hours/Month: 5; Hours during Market Hours: 0; Duties: Manage rental property 6) Name: DE Telegraph LLC ; Investment-Related: No; Address: Private Residence; Nature: Real Estate ; Position/Title: Managing Member; Start: 12/1/2010; Hours/Month: 5 ; Hours during 7) Name: Build a Plan; Investment-Related: No; Address: www.buildaplan.com; Nature: provide financial education content to consumers; Position/Title: Owner; Start: 10/01/2022; Hours/Month: 2; Hours during Market Hours: 0; Duties: N/A. 8) Name: Campbell Wealth Partners, Inc.; Investment-Related: No; Address: private residence; Nature: Holding company; Position/Title: Partner; Start: 12/01/2024; Hours/Month: 0; Hours during Market Hours: 0 Duties: N/A

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-09
• S63 Uniform Securities Agent State Law Examination
  1995-09-07

Designations