Daniel
Larrabee
Rembert Pendleton Jackson
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About this Advisor
Daniel Larrabee is a certified financial planner working in Falls Church, Virginia with a total of 2 years of industry experience. Larrabee currently works for Rembert Pendleton Jackson. Over the course of their career, they have held roles at Glenmore Country Club, Keswick Hall And Golf Club, Financial 360, LLC, Bogart Wealth, Rembert Pendleton Jackson and Virginia Tech University. Larrabee maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Virginia. Rembert Pendleton Jackson is an advisory firm that has its headquarters in Falls Church, VA. The firm has a total of 15 employees. It handles $2 billion in total assets between its 4,047 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 4,047 client accounts, 44% are held by high-net-worth clients who have more than $1 million in investable assets. The business performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually are based on the type of services. However, fees charged by Rembert Pendleton Jackson can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rembert Pendleton Jackson Brokerage Details
$1,721,486,458
15
4,047
$425,373
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Larrabee Work History
Daniel has been registered as a financial advisor for 2 years.*
Rembert Pendleton Jackson
Bogart Wealth
Financial 360, LLC
Keswick Hall And Golf Club
Virginia Tech University
Glenmore Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Larrabee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rembert Pendleton Jackson
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
