Unclaimed Profile

David Jerit Hansen

DAVIDSON & GARRARD INC·LYNCHBURG, Virginia

Series 65Clean record19 years registeredDAVIDSON & GARRARD INC

810 MAIN ST, 3RD FLOOR, LYNCHBURG, VA 24504CRD# 5245576Firm CRD# 105206

Profile Verification

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

Identity

David Jerit Hansen · LYNCHBURG, VA

Registration

CRD #5245576 · DAVIDSON & GARRARD INC · 19 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Sep 2017 – present

DAVIDSON & GARRARD INC

Oct 2009 – Sep 2017

LYNCHBURG, VA

HANSEN CAPITAL MANAGEMENT, LLC

Apr 2007 – Oct 2009

LEXINGTON, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 27, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVIDSON & GARRARD INC

CRD 105206 · SEC 801-28022

AUM

$685M

Regulatory assets under management

Employees

1,338 client accounts

Services offered by DAVIDSON & GARRARD INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAVIDSON & GARRARD INC →

Introduction

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Frequently Asked Questions

What services does David Jerit Hansen offer?

David Jerit Hansen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LYNCHBURG, Virginia for a consultation.

What are David Jerit Hansen's credentials?

David Jerit Hansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Jerit Hansen located?

David Jerit Hansen is based in LYNCHBURG, Virginia, working with DAVIDSON & GARRARD INC. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.

How does David Jerit Hansen charge for services?

David Jerit Hansen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVIDSON & GARRARD INC?

DAVIDSON & GARRARD INC has approximately 12 employees and manages $685M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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