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David Lippincott Brooks

THE London Co. OF Virginia

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About David Lippincott Brooks

David Brooks is a registered investment advisor representative with The London Co. Of Virginia. David is licensed in Virginia. David holds the Series 65 license. David has been in the financial services industry for over 20 years and has experience working with individuals, corporations, and various investment entities. David is committed to providing tailored investment advice and portfolio management services to help clients achieve their financial goals.

Firm Information

David Brooks is currently registered with THE London Co. OF Virginia. THE London Co. OF Virginia is an investment advisor headquartered in RICHMOND, VA. The firm primarily provides portfolio management services for individuals, businesses, and investment companies. They have over $15.6 billion in regulatory assets under management and serve a variety of client types, including high net worth individuals, corporations, insurance companies, and investment companies. Their website addresses are HTTPS://WWW.LINKEDIN.COM/COMPANY/THE-LONDON-COMPANY/, HTTPS://TWITTER.COM/LONDON_COMPANY, and HTTP://TLCADVISORY.COM/.
THE London Co. OF Virginia

1800 BAYBERRY COURT, SUITE 301

RICHMOND, VA 23226

$15.62B

Assets Under Management

29

Total Clients

25

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Brooks’s Registration & Firm History

VA

08/31/2020 - Present

THE London Co. OF Virginia (RICHMOND VA)

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Licenses & Designations

IA

Issued 08/31/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lippincott Brooks.
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