Unclaimed Profile

William Winfree Paxton

DAVIDSON & GARRARD INC·LYNCHBURG, Virginia

Series 65Clean record28 years registeredDAVIDSON & 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 · 28 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Sep 2017 – present

DAVIDSON & GARRARD INC

Jul 1998 – Sep 2017

LYNCHBURG, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 7, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVIDSON & GARRARD INC

CRD 105206 · SEC 801-28022

AUM

$685M

Regulatory assets under management

Employees

1,338 client accounts

Services offered by DAVIDSON & GARRARD INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAVIDSON & GARRARD INC →

Introduction

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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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