Kelsey Davidson-Todd
Kelsey Davidson-Todd is a registered investment advisor at Independent Financial Group, LLC, based in Leesburg, VA, with 8 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
Kelsey is a managing partner in West 3, LLC and BDA Financial, LLC, and teaches pre-retirement classes for Arlington and Loudoun County Public Schools. Kelsey also sells fixed life and health insurance, dedicating a few hours per week, and provides financial consulting services related to divorce as an independent contractor for BDA Financial.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations11 states
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