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).

Current Firm Details
One James Center, 901 East Cary Street, Suite 1100, Richmond, VA 23219
https://www.facebook.com/investdavenport
By the Numbers
  • Total Assets Under Management
    19,333
    MILLION
  • Total Number of Accounts
    20,878
    ACCOUNTS
  • Average Account Value
    $925,983
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Davenport & Company LLC
Showing 221 - 230 of 297 top financial advisors.
221
Samuel Waddell, financial advisor Lynchburg VA
Samuel B. Waddell
CRD#: 1917849
1104 Commerce St., P.o. Box 570, Lynchburg, VA 24504

Samuel Waddell (CRD# 1917849) is an Investment Advisor Representative working at Davenport & Company LLC in Lynchburg, VA and has over 35 years of experience in the finance industry.

222
Aric Wagner, financial advisor Fredericksburg VA
Aric N. Wagner
CRD#: 2267313
904 Princess Anne Street, Suite 102, Fredericksburg, VA 22401

Aric Wagner (CRD# 2267313) is an Investment Advisor Representative working at Davenport & Company LLC in Fredericksburg, VA and has over 31 years of experience in the finance industry.

223
John Wallin, financial advisor Kilmarnock VA
John B. Wallin
CRD#: 1216162
141 Technology Park Drive, Kilmarnock, VA 22482

John Wallin (CRD# 1216162) is an Investment Advisor Representative working at Davenport & Company LLC in Kilmarnock, VA and has over 24 years of experience in the finance industry.

224
Bradley Watson, financial advisor Farmville VA
Bradley L. Watson
CRD#: 2415210
101 N. Main Street, Farmville, VA 23901

Bradley Watson (CRD# 2415210) is an Investment Advisor Representative working at Davenport & Company LLC in Farmville, VA and has over 30 years of experience in the finance industry.

225
Brett Watson, financial advisor Farmville VA
Brett V. Watson
CRD#: 2245676
101 N. Main Street, Farmville, VA 23901

Brett Watson (CRD# 2245676) is an Investment Advisor Representative working at Davenport & Company LLC in Farmville, VA and has over 31 years of experience in the finance industry.

226
Lavonia Welfare, financial advisor Roanoke VA
Lavonia C. Welfare
CRD#: 5004803
10 Franklin Road Se Suite 450, Roanoke, VA 24011

Lavonia Welfare (CRD# 5004803) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 18 years of experience in the finance industry.

227
Ten Eyck Wellford Jr, financial advisor Richmond VA
Ten Eyck T. Wellford Jr
CRD#: 4985143
One James Center, 901 E Cary Street, Suite 1100, Richmond, VA 23219

Ten Eyck Wellford Jr (CRD# 4985143) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 11 years of experience in the finance industry.

228
Michaele Wheeler, financial advisor Virginia Beach VA
Michaele V. Wheeler
CRD#: 2432017
Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA 23452

Michaele Wheeler (CRD# 2432017) is an Investment Advisor Representative working at Davenport & Company LLC in Virginia Beach, VA and has over 24 years of experience in the finance industry.

229
James Whelen, financial advisor Richmond VA
James W. Whelen
CRD#: 2111056
One James Center, 901 E. Cary Street, Richmond, VA 23219

James Whelen (CRD# 2111056) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 25 years of experience in the finance industry.

230
Heather Wicker, financial advisor Sanford NC
Heather M. Wicker
CRD#: 4727903
201 Chatham Street, Suite 1, Sanford, NC 27330

Heather Wicker (CRD# 4727903) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 16 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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