Brian P. Davet

R & J FINANCIAL PARTNERS

Winchester, VA 22601

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CRD#: 5874870

Professional summary

Brian Peter Davet is a registered financial advisor currently at R & J FINANCIAL PARTNERS, LLC located in Winchester, Virginia.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brian has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RUTHERFORD & JOHNSON, P.C., UNAFFILIATED CPA FIRM, 10% OWNER, NOT INVESTMENT RELATED, TAX PREPARATION AND PLANNING FOR INDIVIDUALS AND CORPORATIONS. CLOSE TO 90% OF TIME DEVOTED TO BUSINESS DURING BUSINESS HOURS. 1% MEMBER INTEREST IN BRICIN, LLC, A COMMERCIAL REAL ESTATE RENTAL PARTNERSHIP, 116 MEDICAL CIRCLE, WINCHESTER, VIRGINIA. NOT INVESTMENT RELATED. LESS THAN 1% OF TIME DEVOTED PER YEAR DURING BUSINESS HOURS. 20% LIMITED PARTNERSHIP INTEREST IN DAVET FAMILY LIMITED PARTNERSHIP, A COMMERCIAL REAL ESTATE RENTAL PARTNERSHIP, 18764 BREWSTER ROAD, CHAGRIN FALLS, OHIO. NOT INVESTMENT RELATED. LESS THAN 1% OF TIME DEVOTED TO BUSINESS DURING BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Peter Davet's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2014 - Present

R & J FINANCIAL PARTNERS, LLC

Office #1: 116 Medical Circle, Winchester, VA 22601

RIA

CRD#: 171917

Winchester, VA

Past

January 28, 2011 - September 2, 2014

VERUS FINANCIAL PARTNERS

RIA

CRD#: 106744

RICHMOND, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(9/3/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/26/2011

Uniform Investment Adviser Law Examination

Current Firm

R & J FINANCIAL PARTNERS, LLC

CRD#: 171917 / SEC#:

Virginia

Registered Investment Advisory firm - (8/29/2014 Approved)

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Contact information

Main Address

116 Medical Circle, Winchester, VA 22601

Mailing Address

Phone number

(540) 662-7070

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	82
AUM (Assets Under Management)	$ 59,978,066

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian P. Davet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Peter Davet's CRS (Customer Relationship Summary).

Certified licenses

Experience

R & J FINANCIAL PARTNERS, LLC

VERUS FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2011

Current Firm

R & J FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

R & J FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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