Claudia Exner, financial advisor Alexandria VA
93 score

Claudia Exner

CRD Number: 5417119
Current Firm: Davinci Financial Designs

Claudia Exner (CRD# 5417119) is an Investment Advisor Representative working at Davinci Financial Designs in Alexandria, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Davinci Financial Designs, LLC Alexandria, VA May 2017 - Current < 1
Lpl Financial, LLC Alexandria, VA May 2017 - Current < 1
First Command Advisory Services Fort Worth, TX Dec 2015 - May 2017 1
First Command Financial Planning, Inc. Fort Worth, TX Sep 2007 - May 2017 9
First Command Financial Services, Inc. Fort Worth, TX Sep 2007 - May 2017 9
Dtric Insurance Honolulu, HI Nov 2006 - Nov 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Claudia Exner
Phone Number: 803-741-0134
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    261
    MILLIONS
  • Total Number of Accounts
    3,019
    ACCOUNTS
  • Average Account Value
    $86,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, DC, FL, GA, HI, IL, KY, LA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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