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
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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.