Prescott Financial Management, Inc.

Prescott Financial Management, Inc. (CRD# 155030) is a financial advisory firm headquartered in Danville, VA. They manage $5,582,295 in 182 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $30,672
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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.

NC, TX, VA, VT

Financial Advisors at Prescott Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Warner B. Prescott
CRD#: 2036979
635 Main Street, Danville, VA 24541
76
Wealthminder
score

Warner Prescott (CRD# 2036979) is an Investment Advisor Representative working at Prescott Financial Management, Inc. in Danville, VA and has over 23 years of experience in the finance industry. Warner Prescott 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.

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