Marcus Borel, financial advisor Lynchburg VA
93 score

Marcus Borel

CRD 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.

CONTACT
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Company Name Location Dates Years
Davidson & Garrard, Inc. Lynchburg, VA Oct 2014 - Current 2
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
Contact Info for Marcus P. Borel
Phone Number: (434) 847-6600
Firm Website: http://www.dg-g.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    652
    MILLIONS
  • Total Number of Accounts
    1,277
    ACCOUNTS
  • Average Account Value
    $510,671
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, DC, FL, GA, LA, MD, NC, NY, SC, SD, TN, TX, VA, WV

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BADGES
93
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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