Unclaimed Profile

Carl Stern

PETTYJOHN CO·LYNCHBURG, Virginia

Clean recordPETTYJOHN CO

1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 4346735Firm CRD# 106403

Profile Verification

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

Identity

Carl Stern · LYNCHBURG, VA

Registration

CRD #4346735 · PETTYJOHN CO

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carl Stern is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with PETTYJOHN CO. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PETTYJOHN, WOOD & WHITE, INC.

AUM

$734M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PETTYJOHN, WOOD & WHITE, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Other: HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES

Regulatory

SEC/IARD CRD# 4346735

Firm CRD# 106403

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carl Stern offer?

Carl Stern specializes in Financial Planning, Investment Management. Contact their office in LYNCHBURG, Virginia for a consultation.

What are Carl Stern's credentials?

Carl Stern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl Stern located?

Carl Stern is based in LYNCHBURG, Virginia, working with PETTYJOHN CO. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.

How does Carl Stern charge for services?

Carl Stern's firm is compensated through percentage of aum, other: hourly and fixed fees for financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETTYJOHN CO?

PETTYJOHN CO has approximately 6 employees and manages $734M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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