Stackpole Wealth Planning And Research

Stackpole Wealth Planning And Research (CRD# 287795) is a financial advisory firm headquartered in Charlottesville, VA. They manage $14,202,140 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
435 Park Street, Charlottesville, VA 22902
http://stackpolewealth.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $273,118
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Stackpole Wealth Planning And Research
Showing 1 - 1 of 1 top financial advisors.
1
David Stackpole, financial advisor Charlottesville VA
David S. Stackpole
CRD#: 5619692
435 Park Street, Charlottesville, VA 22902

David Stackpole (CRD# 5619692) is an Investment Advisor Representative working at Stackpole Wealth Planning And Research in Charlottesville, VA and has over 15 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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