Financial ADVSR advisor directory · SEC adviser records
D.A. Davidson & Co. financial advisors in Lynchburg, VA
Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in Lynchburg, A to Z.
3 registered advisors work at D.A. Davidson & Co. in Lynchburg, out of 664 at the firm nationwide; it ranks number 16 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
D.A. Davidson & Co. advisors in Lynchburg, A to Z
Every D.A. Davidson & Co. advisor →- Don R. Carter Jr.Certified Financial Planner · Also a broker rep
- Chelsea N. VogtAlso a broker rep
- Carrie W. WilliamsAlso a broker rep
D.A. Davidson & Co. advisors in every city and state →D.A. Davidson & Co.: assets, clients and custodians →Advisor Moves: who changed firms this week →
D.A. Davidson & Co. advisors in other cities
Seattle, WA 54Great Falls, MT 35Bozeman, MT 28Omaha, NE 28Spokane, WA 19Lincoln, NE 18Missoula, MT 17Bellevue, WA 16Medford, OR 15Roseville, CA 15Boise, ID 14Helena, MT 14Kalispell, MT 14Lake Oswego, OR 14Coeur D'Alene, ID 12
Other firms in Lynchburg
All Lynchburg advisors →LPL Financial LLC 14Davenport & Company LLC 12Robert W. Baird & Co. Incorporated 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Legacy Wealth Management Group, Inc. 7Wells Fargo Clearing Services, LLC 7Edward Jones 6Equitable Advisors, LLC 6Truist Advisory Services, Inc. 6Cambridge Investment Research Advisors, Inc. 5MML Investors Services, LLC 5Captrust 4
Questions
How many financial advisors does D.A. Davidson & Co. have in Lynchburg?
3 investment adviser representatives are registered at D.A. Davidson & Co. offices in Lynchburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 664 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is D.A. Davidson & Co. one of the largest advisor employers in Lynchburg?
D.A. Davidson & Co. ranks number 16 in Lynchburg by registered advisors; LPL Financial LLC has the most, with 14.
How do I check a D.A. Davidson & Co. advisor in Lynchburg?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the D.A. Davidson & Co. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.