Unclaimed Profile

Edgar Dortch Garrard

DAVIDSON & GARRARD INC·LYNCHBURG, Virginia

Clean record38 years registeredDAVIDSON & GARRARD INC

810 MAIN ST, 3RD FLOOR, LYNCHBURG, VA 24504CRD# 1784928Firm CRD# 105206

Profile Verification

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

Identity

Edgar Dortch Garrard · LYNCHBURG, VA

Registration

CRD #1784928 · DAVIDSON & GARRARD INC · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAVIDSON & GARRARD INC

CAPTRUST

Jan 2018 – Feb 2018

LYNCHBURG, VA

DAVIDSON & GARRARD INC

Dec 1987 – Dec 2017

LYNCHBURG, VA

Registrations & Exams

Registration record

First registered · December 15, 1987

Years registered · 38

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 Edgar Dortch Garrard offer?

Edgar Dortch Garrard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

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, last registered with DAVIDSON & GARRARD INC.

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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