Unclaimed Profile

John D Doyle

PETTYJOHN, WOOD & WHITE, INC.·LYNCHBURG, Virginia

Clean record38 years registeredPETTYJOHN, WOOD & WHITE, INC.

1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 1715161Firm CRD# 106403

Profile Verification

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

Identity

John D Doyle · LYNCHBURG, VA

Registration

CRD #1715161 · PETTYJOHN, WOOD & WHITE, INC. · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PETTYJOHN, WOOD & WHITE, INC.

PETTYJOHN, WOOD & WHITE, INC.

Dec 1987 – Dec 2023

LYNCHBURG, VA

Registrations & Exams

Registration record

First registered · December 21, 1987

Years registered · 38

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETTYJOHN, WOOD & WHITE, INC.

CRD 106403 · SEC 801-13803

AUM

$734M

Regulatory assets under management

Employees

970 client accounts

Services offered by PETTYJOHN, WOOD & WHITE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETTYJOHN, WOOD & WHITE, INC. →

Introduction

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Frequently Asked Questions

What services does John D Doyle offer?

John D Doyle specializes in Financial Planning, Investment Management.

What are John D Doyle's credentials?

John D Doyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John D Doyle located?

John D Doyle is based in LYNCHBURG, Virginia, last registered with PETTYJOHN, WOOD & WHITE, INC..

How does John D Doyle charge for services?

John D Doyle'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, WOOD & WHITE, INC.?

PETTYJOHN, WOOD & WHITE, INC. 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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