Wanda Marks, financial advisor Franklin VA

Wanda Marks

CRD Number: 1140928
Current Firm: Davenport & Company LLC

Wanda Marks (CRD# 1140928) is an Investment Advisor Representative working at Davenport & Company LLC in Franklin, VA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Davenport & Company LLC Franklin, VA Feb 1998 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Wanda A. Marks
Phone Number: 804-780-2000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    16,588
    MILLIONS
  • Total Number of Accounts
    20,311
    ACCOUNTS
  • Average Account Value
    $816,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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