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
By the Numbers
-
Total Assets Under Management45MILLION
-
Total Number of Accounts227ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, VA
Financial Advisors at Lynchburg Wealth Management
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.