Unclaimed Profile

James Wyatt Poats

PETTYJOHN CO·LYNCHBURG, Virginia

Clean recordPETTYJOHN CO

1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 1287045Firm CRD# 106403

Profile Verification

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

Identity

James Wyatt Poats · LYNCHBURG, VA

Registration

CRD #1287045 · PETTYJOHN CO

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Wyatt Poats 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# 1287045

Firm CRD# 106403

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Wyatt Poats offer?

James Wyatt Poats specializes in Financial Planning, Investment Management. Contact their office in LYNCHBURG, Virginia for a consultation.

What are James Wyatt Poats's credentials?

James Wyatt Poats is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Wyatt Poats located?

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

How does James Wyatt Poats charge for services?

James Wyatt Poats'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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