Investment Services
Meet the Team
J. Daniel Latham
Vice President
Investment Adviser Representative
Daniel began his financial services career in 2001 after graduating from Hampden-Sydney. As an investment advisor, Daniel helps his clients understand the ever-changing financial landscape. Working closely with families, he designs financial plans to meet their specific needs. Daniel is vested in the community in which he lives having served on the Board of Directors for Big Brothers, Big Sisters as well as serving in the United Way as a Loaned Leader.
Daniel joined the Village Investment Services team as Vice President in January 2010. A lifelong resident of Midlothian, Daniel and his family are right at home with Village Investment Services.
Patty Lumpkin
Vice President
Investment Executive
Patty is a lifelong resident of Richmond, VA where she has worked and raised her family. She is a graduate of J.R. Tucker high school and earned her degree from Radford University. Patty has worked in investment services for over 20 years with an emphasis on relationship management and operations.
Patty enjoys spending time with family and friends and staying active. She is the secretary of the James River Rotary club, a Board member of Life Long Learning Institute and a supporter of the Hampden Sydney Round Ball Club.
Disclosure Statement |
Investment products offered by Cetera Investment Services are: *Not deposits of Village Bank *Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided. Village Bank or its affiliates will not condition on extension of credit on any purchase of insurance, annuity or other investment product from an unaffiliated entity. |
Cetera Investment Services LLC is a registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Cetera Investment Services is not affiliated with the financial institution were investment services are offered. FINRA registered address: 15521 Midlothian Turnpike, Suite 200, Midlothian VA 23113. View Cetera Investment Services privacy policy and other important information. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. |
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