Eric Davenport (CRD# 5135432) is an Investment Advisor Representative working at Lpl Financial LLC in Dickinson, TX and has over 15 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Dickinson, TX | May 2022 - Current | < 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Oct 2020 - Current | 2 |
| Cuna Mutual Group | Waverly, IA | Oct 2020 - Current | 2 |
| Amoco Federal Credit Union | Texas City, TX | Mar 2020 - Current | 2 |
| Commonwealth Financial Network | Waltham, MA | Nov 2019 - Mar 2020 | < 1 |
| Selah Financial Service, Inc. | Friendswood, TX | Nov 2019 - Mar 2020 | < 1 |
| Selah Financial Service, Inc. | Friendswood, TX | Oct 2017 - Nov 2019 | 2 |
| Commonwealth Financial Network | Waltham, MA | Oct 2017 - Nov 2019 | 2 |
| Anico Financial Services, Inc. | Galveston, TX | Sep 2012 - Oct 2017 | 5 |
| American National Insurance Company | League City, TX | Feb 2003 - Oct 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- TX
-
Total Assets Under Management404,176MILLIONS
-
Total Number of Accounts1,517,995ACCOUNTS
-
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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