Joseph Farmer
Joseph Farmer is a registered investment advisor at D.A. Davidson & CO., based in Richmond, VA, with 14 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4901 Libbie Mill East Blvd., Suite 210, Richmond, VA, 23230
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2014Other Business Activities
Joseph is a class agent for Woodberry Forest, encouraging classmates to reconnect and donate, and is also the Stamp Chairman for Ducks Unlimited - Virginia Waterfowl, overseeing a program that protects waterfowl habitat. Both activities take minimal time and are not investment-related.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
State Registrations11 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.