David Calliott, CFP®
Virginia Beach, VA
Verified Identity
Vice President at
Davenport & Company
Years of Experience
13 years
Member Since
2022
Allow Me to Introduce Myself
Trusworthy, knowledageable, and reliable.
Our team, Calliott, Demeter & Harrell Investment Advisors, provides custom tailored investment guidance, retirement planning, and comprehensive wealth management for individuals, families, and institutions across the United States. Our team of six has more ...
Clientele
Retirees
High Net Worth Individuals
Surviving Spouses
Business Owners
Wealthy Families
Inheritors
Professional Athletes
Tech Employees
Doctors
Healthcare Workers
Services Provided
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Specialties and Expertise
Retirement Income
High Net Worth Planning
Portfolio Construction
Tax Minimization Inv...
Endowments & Charities
Succession Planning
Cash Flow Analysis
College Planning
Credentials and Designations
Certified Financial Planner™
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Series 7 - General Securities Representative Exam
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Series 66 - Uniform Combined State Law Exam
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Pricing Models
AUM
Education
Virginia Polytechnic Institute and State University (Virginia Tech)
Bachelor of Science in Finance
Obtained in 2011
Advisor Links
Disclosures and Proof of License
SEC Profile
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