Patuxent Financial Group LLC

Patuxent Financial Group LLC (CRD# 121832) is a financial advisory firm headquartered in Columbia, MD. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Patuxent Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
Richard D. David
CRD#: 4575386
6811 Benjamin Franklin Drive, Suite 250, Columbia, MD 21046

Richard David (CRD# 4575386) is an Investment Advisor Representative working at Patuxent Financial Group LLC in Columbia, MD and has 1 year of experience in the finance industry. Richard David 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.