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).
Current Firm Details
Davidson & Garrard Inc.
By the Numbers
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Total Assets Under Management652MILLION
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Total Number of Accounts1,277ACCOUNTS
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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
Registered Investment Advisor
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.
No Advisor Found.
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