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Edgar Dortch Garrard

DAVIDSON & GARRARD INC·LYNCHBURG, Virginia
Unclaimed Profile
810 MAIN ST, 3RD FLOOR, LYNCHBURG, VA 24504CRD# 1784928Firm CRD# 105206
01

About

Edgar Dortch Garrard is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with DAVIDSON & GARRARD INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DAVIDSON & GARRARD INC
DAVIDSON & GARRARD INC
AUM
$685M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at DAVIDSON & GARRARD INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1784928
Firm CRD# 105206
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edgar Dortch Garrard offer?
Edgar Dortch Garrard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Edgar Dortch Garrard's credentials?
Edgar Dortch Garrard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edgar Dortch Garrard located?
Edgar Dortch Garrard is based in LYNCHBURG, Virginia, working with DAVIDSON & GARRARD INC. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.
How does Edgar Dortch Garrard charge for services?
Edgar Dortch Garrard'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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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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