Financial ADVSR advisor directory · SEC adviser records
Davenport & Company LLC financial advisors in Williamsburg, VA
Every SEC-registered investment adviser representative at a Davenport & Company LLC office in Williamsburg, A to Z.
The short answer
12 registered advisors work at Davenport & Company LLC in Williamsburg, out of 301 at the firm nationwide; it ranks number 6 in the city by advisors. 3 list the CFP designation and 12 are also registered broker representatives.
Davenport & Company LLC advisors in Williamsburg, A to Z
Every Davenport & Company LLC advisor →- Sean J. AllburnAlso a broker rep
- David C. AndersonCertified Financial Planner · Also a broker rep
- George W. AskewAlso a broker rep
- William R. BoydAlso a broker rep
- Jacob ClarkAlso a broker rep
- Evelyn P. EckstromAlso a broker rep
- Emily E. FiscellaCertified Financial Planner · Also a broker rep
- Alison B. FoleyAlso a broker rep
- Timothy R. GeilingAlso a broker rep
- James I. McCormickAlso a broker rep
- Thomas J. PtachickCertified Financial Planner · Also a broker rep
- Colleen N. StephensonAlso a broker rep
Davenport & Company LLC advisors in every city and state →Davenport & Company LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Davenport & Company LLC advisors in other cities
Richmond, VA 148Virginia Beach, VA 29Roanoke, VA 20Charlottesville, VA 14Lynchburg, VA 12Greensboro, NC 10Kilmarnock, VA 9Staunton, VA 8Norfolk, VA 7Fredericksburg, VA 5Harrisonburg, VA 4Sanford, NC 4Danville, VA 3Raleigh, NC 3Durham, NC 2
Other firms in Williamsburg
All Williamsburg advisors →LPL Financial LLC 23Wells Fargo Clearing Services, LLC 23Morgan Stanley 20Raymond James Financial Services Advisors, Inc. 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Truist Advisory Services, Inc. 11Pfs Investments Inc. 8Commonwealth Financial Network 6Edward Jones 5Ameriprise Financial Services, LLC 4State Farm Investment Management Corp. 4Bay Rivers Group Wealth Partners 3
Questions
How many financial advisors does Davenport & Company LLC have in Williamsburg?
12 investment adviser representatives are registered at Davenport & Company LLC offices in Williamsburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 301 nationwide. 3 list the CFP designation and 12 are also registered as broker representatives.
Is Davenport & Company LLC one of the largest advisor employers in Williamsburg?
Davenport & Company LLC ranks number 6 in Williamsburg by registered advisors; LPL Financial LLC has the most, with 23.
How do I check a Davenport & Company LLC advisor in Williamsburg?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Davenport & Company LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.