Davidson & Garrard Inc.

Davidson & Garrard Inc. (CRD# 105206) is a financial advisory firm headquartered in Lynchburg, VA. They manage $652,126,833 in 1,277 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    652
    MILLION
  • 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

Financial Advisors at Davidson & Garrard Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Stephen L. Crank
CRD#: 2155940
810 Main Street, Lynchburg, VA 24504
96
Wealthminder
score

Stephen Crank (CRD# 2155940) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has over 25 years of experience in the finance industry.

2
Torii P. Jones
CRD#: 1072353
810 Main St, 3rd Floor, Lynchburg, VA 24504
96
Wealthminder
score

Torii Jones (CRD# 1072353) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has over 26 years of experience in the finance industry.

3
Marcus P. Borel
CRD#: 6404057
810 Main St, 3rd Floor, Lynchburg, VA 24504
93
Wealthminder
score

Marcus Borel (CRD# 6404057) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA.

4
John M. Flippin
CRD#: 5091189
810 Main St, 3rd Floor, Lynchburg, VA 24504
93
Wealthminder
score

John Flippin (CRD# 5091189) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has over 10 years of experience in the finance industry.

5
David J. Hansen
CRD#: 5245576
810 Main St, 3rd Floor, Lynchburg, VA 24504
93
Wealthminder
score

David Hansen (CRD# 5245576) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has over 9 years of experience in the finance industry.

6
Mark T. Miner
CRD#: 5429059
810 Main St, 3rd Floor, Lynchburg, VA 24504
93
Wealthminder
score

Mark Miner (CRD# 5429059) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has over 9 years of experience in the finance industry.

7
William W. Paxton
CRD#: 2997983
810 Main Street, Lynchburg, VA 24504
93
Wealthminder
score

William Paxton (CRD# 2997983) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has over 19 years of experience in the finance industry.

8
Thomas W. Pettyjohn
CRD#: 3160179
810 Main Street, Lynchburg, VA 24504
93
Wealthminder
score

Thomas Pettyjohn (CRD# 3160179) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has over 17 years of experience in the finance industry.

9
Phillip G. Willcox
CRD#: 1965967
810 Main Street, Lynchburg, VA 24504
93
Wealthminder
score

Phillip Willcox (CRD# 1965967) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has over 23 years of experience in the finance industry.

10
Lewis L. Thomas
CRD#: 6266225
810 Main St, 3rd Floor, Lynchburg, VA 24504
89
Wealthminder
score

Lewis Thomas (CRD# 6266225) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has over 3 years of experience in the finance industry.

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