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Stephen Lee Crank

DAVIDSON & GARRARD INC·LYNCHBURG, Virginia
Unclaimed Profile
810 MAIN ST, 3RD FLOOR, LYNCHBURG, VA 24504CRD# 2155940Firm CRD# 105206
01

About

Stephen Lee Crank is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with DAVIDSON & GARRARD INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DAVIDSON & GARRARD INC
DAVIDSON & GARRARD INC
AUM
$685M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at DAVIDSON & GARRARD INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2155940
Firm CRD# 105206
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Lee Crank offer?
Stephen Lee Crank specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Stephen Lee Crank's credentials?
Stephen Lee Crank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Lee Crank located?
Stephen Lee Crank is based in LYNCHBURG, Virginia, working with DAVIDSON & GARRARD INC. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.
How does Stephen Lee Crank charge for services?
Stephen Lee Crank'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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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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