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
Stackpole Wealth Planning And Research
By the Numbers
-
Total Assets Under Management14MILLION
-
Total Number of Accounts52ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Stackpole Wealth Planning And Research
1
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.
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