Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Davet is an investment advisor representative registered with R & J Financial Partners, LLC in Winchester, Virginia. Brian Davet has been in the industry since December 2000. Brian Davet has a Series 65 license. Brian Davet is a Personal Financial Specialist. Brian Davet has experience in providing investment advice to individuals, businesses and charitable organizations. Brian Davet is affiliated with Rutherford & Johnson, P.C. a CPA firm, where Brian Davet is a 10% owner and provides tax preparation and planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
09/03/2014 - Present
R & J Financial Partners, LLC (WINCHESTER VA)
IA
Issued 01/26/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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