Be advised. This firm is no longer registered.

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 - 4 of 4 top financial advisors.
1
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.

2
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 10 years of experience in the finance industry.

3
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 19 years of experience in the finance industry.

4
Edgar D. Garrard
CRD#: 1784928
810 Main Street, Lynchburg, VA 24504
87
Wealthminder
score

Edgar Garrard (CRD# 1784928) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has 1 year of experience in the finance industry.

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