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Peggy Myers Walz

THOMPSON DAVIS & CO., INC.·RICHMOND, Virginia
SIE, Series 7, Series 24, Series 63, Series 87Clean recordTHOMPSON DAVIS & CO., INC.
9030 STONY POINT PKWY, STE 100, RICHMOND, VA 23235CRD# 2996925Firm CRD# 41353

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peggy Myers Walz · RICHMOND, VA
Registration
CRD #2996925 · THOMPSON DAVIS & CO., INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THOMPSON DAVIS & CO., INC.
CRD 41353 · SEC 801-120472
AUM
$159M
Regulatory assets under management
Employees
10
289 client accounts
Services offered by THOMPSON DAVIS & CO., INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at THOMPSON DAVIS & CO., INC. →
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Frequently Asked Questions

What services does Peggy Myers Walz offer?
Peggy Myers Walz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Peggy Myers Walz's credentials?
Peggy Myers Walz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peggy Myers Walz located?
Peggy Myers Walz is based in RICHMOND, Virginia, working with THOMPSON DAVIS & CO., INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Peggy Myers Walz charge for services?
Peggy Myers Walz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMPSON DAVIS & CO., INC.?
THOMPSON DAVIS & CO., INC. has approximately 10 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THOMPSON DAVIS & CO., INC.

Brant Christopher Jones
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June Elaine Altizer
RICHMOND, VA
Michael Edward Jr Flynn
RICHMOND, VA
Pamela Jeanne Prescott
RICHMOND, VA
Read Morton Jr Northen
RICHMOND, VA
Larry Gale Mcclanahan
RICHMOND, VA

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Research
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