Unclaimed Profile

David Wayne Homard

CHESAPEAKE FINANCIAL GROUP INC·WILLIAMSBURG, Virginia

Series 7, Series 24, Series 63, Series 65Clean record21 years registeredCHESAPEAKE FINANCIAL GROUP INC

4804 COURTHOUSE ST SUITE 2A, WILLIAMSBURG, VA 23188CRD# 2355385Firm CRD# 108039

Profile Verification

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

Identity

David Wayne Homard · WILLIAMSBURG, VA

Registration

CRD #2355385 · CHESAPEAKE FINANCIAL GROUP INC · 21 years registered

Brand Profile

Not yet started

Career History

WIN ADVISORS, INC

Jun 2019 – present

MONEY CONCEPTS ADVISORY SERVICE

Oct 2012 – present

CHESAPEAKE INVESTMENT GROUP

Feb 2007 – Oct 2012

WILLIAMSBURG, VA

BI INVESTMENTS, LLC

Feb 2005 – Oct 2006

WILLIAMSBURG, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 25, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHESAPEAKE FINANCIAL GROUP INC

CRD 108039 · SEC 801-64765

AUM

$84M

Regulatory assets under management

Employees

181 client accounts

Services offered by CHESAPEAKE FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CHESAPEAKE FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does David Wayne Homard offer?

David Wayne Homard specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are David Wayne Homard's credentials?

David Wayne Homard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Wayne Homard located?

David Wayne Homard is based in WILLIAMSBURG, Virginia, working with CHESAPEAKE FINANCIAL GROUP INC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.

How does David Wayne Homard charge for services?

David Wayne Homard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHESAPEAKE FINANCIAL GROUP INC?

CHESAPEAKE FINANCIAL GROUP INC has approximately 4 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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