Unclaimed
David Barry Brandolph, J.D., CFP, is a registered investment advisor representative with over 30 years of experience. David has been with David B. Brandolph, J.D., CFP since 1993. David is a communications consultant who also provides financial planning and portfolio management services for individuals. David's firm manages approximately $2,398,709 in assets. David's firm has a total of 17 accounts, including 9 discretionary accounts.
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.
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
11/30/1993 - Present
David B. Brandolph, J.d., CFP (FAIRFAX VA)
IA
Issued 10/01/1991
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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