Lynchburg Wealth Management
Lynchburg Wealth Management (CRD# 284344) is a financial advisory firm headquartered in Lynchburg, VA. They manage $9,000,000 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$166,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
John Hall (CRD# 6123589) is an Investment Advisor Representative working at Lynchburg Wealth Management in Lynchburg, VA and has over 6 years of experience in the finance industry. John Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.