Marcus BorelCRD Number: 6404057
Current Firm: Davidson & Garrard Inc.
Compensation Model: Fee Only
Marcus Borel (CRD# 6404057) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA.
Hsc Wealth Advisors
Hsc Wealth Advisors
|Davidson & Garrard, Inc.||Lynchburg, VA||Oct 2014 - Current||3|
|Borel Construction Company, Inc.||Lynchburg, VA||May 2006 - Sep 2014||8|
|Va. Polytechanic Inst. & State Univ||Blacksburg, VA||Aug 2002 - May 2006||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management652MILLIONS
Total Number of Accounts1,277ACCOUNTS
Average Account Value$510,671
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, DC, FL, GA, LA, MD, NC, NY, SC, SD, TN, TX, VA, WV
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