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James Wyatt Poats

PETTYJOHN CO·LYNCHBURG, Virginia
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1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 1287045Firm CRD# 106403
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PETTYJOHN, WOOD & WHITE, INC.
PETTYJOHN, WOOD & WHITE, INC.
AUM
$734M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PETTYJOHN, WOOD & WHITE, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES
Regulatory
SEC/IARD CRD# 1287045
Firm CRD# 106403
No disclosures on file
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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Other advisors in LYNCHBURG
Michael Francis Swallow — WELLINGS CAPITAL MANAGEMENT, LLCAllan Kenneth Malina — SERVUS CAPITAL MANAGEMENT LLCWilliam N Mays — PETTYJOHN, WOOD & WHITE, INC.John D Doyle — PETTYJOHN, WOOD & WHITE, INC.John Henry Hanna — FLIPPIN BRUCE & PORTER INC
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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