Lynchburg Wealth Management

Lynchburg Wealth Management (CRD# 284344) is a financial advisory firm headquartered in Lynchburg, VA. They manage $45,334,187 in 227 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1511 Enterprise Drive, Second Floor, Lynchburg, VA 24502
https://www.lynchburgwealth.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $199,710
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Lynchburg Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
John Hall, financial advisor Lynchburg VA
John N. Hall
CRD#: 6123589
1511 Enterprise Drive, Second Floor, Lynchburg, VA 24502

John Hall (CRD# 6123589) is an Investment Advisor Representative working at Lynchburg Wealth Management in Lynchburg, VA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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