Unclaimed Profile

William Winfree Paxton

DAVIDSON & GARRARD INC·LYNCHBURG, Virginia

Clean recordDAVIDSON & GARRARD INC

810 MAIN ST, 3RD FLOOR, LYNCHBURG, VA 24504CRD# 2997983Firm CRD# 105206

Profile Verification

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

Identity

William Winfree Paxton · LYNCHBURG, VA

Registration

CRD #2997983 · DAVIDSON & GARRARD INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Winfree Paxton 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DAVIDSON & GARRARD INC

AUM

$685M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2997983

Firm CRD# 105206

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Winfree Paxton offer?

William Winfree Paxton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LYNCHBURG, Virginia for a consultation.

What are William Winfree Paxton's credentials?

William Winfree Paxton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Winfree Paxton located?

William Winfree Paxton is based in LYNCHBURG, Virginia, working with DAVIDSON & GARRARD INC. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.

How does William Winfree Paxton charge for services?

William Winfree Paxton'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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