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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Davidson & Garrard 7 years, 5 months Jun 2012 - Present
Lpl Financial, LLC 7 years, 8 months Mar 2012 - Present
Campbell Wealth Management 7 years, 8 months Mar 2012 - Present
Palladium Registered Investment Advisors 11 months Feb 2011 - Jan 2012
Quasar Distributors, LLC 11 months Jan 2010 - Dec 2010
Chase Inv Counsel/Chase Funds 1 year, 1 month Nov 2009 - Dec 2010
Davidson & Garrard, Inc. 4 years, 4 months Jul 2005 - Nov 2009
Are You
Glenn Matthew Guard?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 6, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 6, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Davidson & Garrard Inc

Last updated on Aug. 8, 2017
    • $684.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $511.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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