Unclaimed Profile

Glenn Matthew Guard

DAVIDSON & GARRARD INC·LYNCHBURG, Virginia

SIE, Series 6, Series 7, Series 7TO, Series 63, Series 65, Series 66, Series 86, Series 87CFAClean record19 years registeredDAVIDSON & GARRARD INC

810 MAIN ST, 3RD FLOOR, LYNCHBURG, VA 24504CRD# 3127099Firm CRD# 105206

Profile Verification

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

Identity

Glenn Matthew Guard · LYNCHBURG, VA

Registration

CRD #3127099 · DAVIDSON & GARRARD INC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAVIDSON & GARRARD INC

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Feb 2021 – Dec 2024

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CAMPBELL WEALTH MANAGEMENT, INC.

May 2012 – Sep 2014

ALEXANDRIA, VA

PALLADIUM REGISTERED INVESTMENT ADVISORS

Feb 2011 – Jan 2012

NORFOLK, VA

CHASE INVESTMENT COUNSEL CORPORATION

Mar 2010 – Dec 2010

CHARLOTTESVILLE, VA

DAVIDSON & GARRARD INC

Apr 2007 – Dec 2009

LYNCHBURG, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 63

Series 65

Series 66

Series 86

Series 87

Registration record

First registered · April 2, 2007

Years registered · 19

Professional designation · CFA

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 Glenn Matthew Guard offer?

Glenn Matthew Guard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Glenn Matthew Guard's credentials?

Glenn Matthew Guard holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Glenn Matthew Guard located?

Glenn Matthew Guard is based in LYNCHBURG, Virginia, last registered with DAVIDSON & GARRARD INC.

How does Glenn Matthew Guard charge for services?

Glenn Matthew Guard'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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