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David Barry Brandolph

David B. Brandolph, J.d., CFP

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About David Barry Brandolph

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.

Firm Information

David Brandolph is currently registered with David B. Brandolph, J.d., CFP. David B. Brandolph, J.d., CFP is an investment advisor representative with 1 employee. The firm manages $2,398,709 in assets for 17 clients, including 2 high net worth individuals. They provide financial planning and portfolio management services for individuals.

$2.40M

Assets Under Management

5

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Brandolph’s Registration & Firm History

VA

11/30/1993 - Present

David B. Brandolph, J.d., CFP (FAIRFAX VA)

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Licenses & Designations

IA

Issued 10/01/1991

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Barry Brandolph.
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