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Susan Horne Davis

PIEDMONT INDEPENDENT FIDUCIARIES, INC.·GLEN ALLEN, Virginia
Unclaimed Profile
10900 NUCKOLS RD, GLEN ALLEN, VA 23060CRD# 2111641Firm CRD# 146540
01

About

Susan Horne Davis is a registered financial advisor based in GLEN ALLEN, Virginia, affiliated with PIEDMONT INDEPENDENT FIDUCIARIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RAFALKO ADVISORS, INC.
RAFALKO ADVISORS, INC.
AUM
$139M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RAFALKO ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2111641
Firm CRD# 146540
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susan Horne Davis offer?
Susan Horne Davis specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GLEN ALLEN, Virginia for a consultation.
What are Susan Horne Davis's credentials?
Susan Horne Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Horne Davis located?
Susan Horne Davis is based in GLEN ALLEN, Virginia, working with PIEDMONT INDEPENDENT FIDUCIARIES, INC.. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.
How does Susan Horne Davis charge for services?
Susan Horne Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIEDMONT INDEPENDENT FIDUCIARIES, INC.?
PIEDMONT INDEPENDENT FIDUCIARIES, INC. has approximately 3 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLEN ALLEN
Mark W. Claud — LINGERFELT COMMONWEALTH PARTNERS, LLCRobin Ransom — LINGERFELT COMMONWEALTH PARTNERS, LLCJames J Donlin — CAPITOL SECURITIES MANAGEMENT, INC.Lia Bettenhausen Goff — CAPITOL SECURITIES MANAGEMENT, INC.Kenneth Scott Strickler — LINGERFELT COMMONWEALTH PARTNERS, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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