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

CFP®

Certified Financial Planner™

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Series 7

Series 7 - General Securities Representative 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

Advisor Website

Disclosures and Proof of License

SEC Profile

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