Unclaimed Profile

Susan Horne Davis

PIEDMONT INDEPENDENT FIDUCIARIES, INC.·GLEN ALLEN, Virginia

Clean recordPIEDMONT INDEPENDENT FIDUCIARIES, INC.

10900 NUCKOLS RD, GLEN ALLEN, VA 23060CRD# 2111641Firm CRD# 146540

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Horne Davis · GLEN ALLEN, VA

Registration

CRD #2111641 · PIEDMONT INDEPENDENT FIDUCIARIES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RAFALKO ADVISORS, INC.

AUM

$139M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2111641

Firm CRD# 146540

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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