Robert Davidson
Robert Davidson is a ChFC-designated registered investment advisor at Independent Financial Group, LLC, based in Leesburg, VA, with 40 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
19301 Winmeade Dr., #260, Leesburg, VA, 20176
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a managing partner at West 3, LLC, an employee at Loudoun County and Arlington County Public Schools, and an officer/director at BDA Financial, LLC. Robert is also a VA insurance agent offering various types of insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Rountree and Associates DBA Personal Benefit Financial
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.