Davenport & Company LLC
Davenport & Company LLC (CRD# 1588) is a financial advisory firm headquartered in Richmond, VA. They manage $19,332,677,961 in 20,878 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management19,333MILLION
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Total Number of Accounts20,878ACCOUNTS
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Average Account Value$925,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
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
Kimberly Williams (CRD# 2240051) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 22 years of experience in the finance industry.
Brian Winstead (CRD# 2988048) is an Investment Advisor Representative working at Davenport & Company LLC in Greensboro, NC and has over 26 years of experience in the finance industry.
Frank Wiseman (CRD# 1048624) is an Investment Advisor Representative working at Davenport & Company LLC in Danville, VA and has over 41 years of experience in the finance industry.
Christopher Wojtek (CRD# 2917708) is an Investment Advisor Representative working at Davenport & Company LLC in Greensboro, NC and has over 17 years of experience in the finance industry.
Coleman Wortham (CRD# 472921) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 39 years of experience in the finance industry.
Coleman Wortham (CRD# 5803488) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 11 years of experience in the finance industry.
Harry Yates (CRD# 6165826) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 9 years of experience in the finance industry.
Renita Yoon (CRD# 6451476) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 5 years of experience in the finance industry.
Armistead Young (CRD# 2444107) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 30 years of experience in the finance industry.
Dianne Ballard (CRD# 6762854) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 4 years of experience in the finance industry.