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DAVIDSON & GARRARD INC
DAVIDSON & GARRARD INC
LYNCHBURG, Virginia
·
8 registered advisors
·
CRD# 105206
SEC# 801-28022
434-847-6600
01
Firm Overview
AUM
$685M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at DAVIDSON & GARRARD INC
8 registered advisors
Anne Garrard Flippin
LYNCHBURG, Virginia
CRD# 2554124
David Jerit Hansen
LYNCHBURG, Virginia
CRD# 5245576
Edgar Dortch Garrard
LYNCHBURG, Virginia
CRD# 1784928
Glenn Matthew Guard
LYNCHBURG, Virginia
CRD# 3127099
John Morton Flippin
LYNCHBURG, Virginia
CRD# 5091189
Stephen Lee Crank
LYNCHBURG, Virginia
CRD# 2155940
Thomas Watts Pettyjohn
LYNCHBURG, Virginia
CRD# 3160179
William Winfree Paxton
LYNCHBURG, Virginia
CRD# 2997983
05
Office Locations
LYNCHBURG, Virginia
8 advisors
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Data sourced from SEC Form ADV filings. DAVIDSON & GARRARD INC (CRD# 105206) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.