Advisor at D.A. DAVIDSON & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lynchburg, VA 24504
Credentials
Series 66
Industry experience
7 years
Chelsea Vogt is a financial advisor with D.A. Davidson & Co. and holds a Series 66 designation. She has seven years of industry experience, having previously worked at Truist Advisory Services and BB&T Securities. Outside of her advisory role, she is a Pilates instructor and a notary public serving existing D.A. Davidson clients. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of planning and investment management services, including specialized wealth programs for clients with significant net worth.
Based on D.A. DAVIDSON & Co.
Based on D.A. DAVIDSON & Co.
Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.
Account minimum: $20,000,000 Fee-only: Financial Planning Services fees are negotiable and generally range from $1,500 to $15,000 or more depending on complexity and nature of services.
828 Main St
Lynchburg, VA 24504
Texas · Virginia
D.A. Davidson & Co.
2022 - Present (4 years)
Truist Advisory Services
2021 - 2022 (1 year)
Truist Investment Services, INC.
2021 - 2022 (1 year)
BB&T Securities, LLC
2019 - 2021 (2 years)
BB&T Securities
2018 - 2019 (1 year)
BB&T
2017 - 2018 (1 year)
N/a
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
ChFC®
Lynchburg, VA
Kenneth Dean Bennett
Kenneth Bennett is the principal of Kenneth Dean Bennett, an independent advisory firm based in Lynchburg, VA. He holds the ChFC® designation and has 11 years of industry experience, alongside 36 years with Nationwide Mutual Insurance Company. He is also a partner in Wellness By Design LLC, a business that sells a nutritional product. The firm provides comprehensive financial planning services to individuals and small businesses, focusing on retirement, tax, estate and business succession planning, insurance and risk management, and education funding. Instead of managing portfolios directly, it offers asset-allocation recommendations, risk assessments, and investment reviews while clients maintain control of trade implementation.
CFP®, Series 63, Series 65
Lynchburg, VA
Harvest - Faith-Based Investing
Kurt Cornfield is a CFP® professional with over 28 years of experience in the financial services industry. He currently leads Harvest - Faith-Based Investing and has held roles at Merrill and Bank of America, N.A. He also serves on the faculty at Liberty University’s School of Business. Harvest provides automated, discretionary investment management through a mobile and internet platform designed for technology-savvy Christian investors. The firm uses algorithm-driven, biblically responsible ETF model portfolios and offers its platform via subscription to other registered investment advisers.
CFP®
Lynchburg, VA
Lynchburg Wealth Management
Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
Series 66
Lynchburg, VA
Servus Capital Management
Allan Malina is a financial advisor at Servus Capital Management in Lynchburg, VA, with 23 years of industry experience. He holds the Series 66 designation and has been with Servus Capital Management since 2009. Servus Capital Management provides financial planning and portfolio management primarily for individual clients, as well as non-profit, corporate, and retirement-plan clients. The firm utilizes an IPS-driven process with a proprietary Quantitative Portfolio Management system that employs ETF-based strategies and offers specialized services such as pension consulting and an asset-parking platform for legacy holdings.
Series 65
Forest, VA
City Capital Management L.L.C.
John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.
Series 65
Forest, VA
Investment Leadership, LLC
Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.
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