Frederick
Fram
Davenport & Company LLC
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About this Advisor
Frederick Fram is a certified financial planner and chartered financial consultant operating out of Richmond, Virginia who has 2 years of relevant experience. Fram works at Davenport & Company LLC. Over the course of their career, they have held roles at Summit Brokerage Services, Vsr Financial Services Inc, Cetera Investment Advisers LLC, Vsr Advisory Services, Cetera Advisor Networks LLC and Davenport & Company LLC. Fram has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Davenport & Company LLC is an advisory business based in Richmond, VA. The firm has offices in 25 locations and a total of 478 people on staff. It manages $17 billion in total assets among its 20,311 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 532 charities and foundations. Of its 20,311 accounts, 21% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically depend on which services are provided. Fee types billed by Davenport & Company LLC most likely include some combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Davenport & Company LLC Brokerage Details
$16,588,083,655
478
20,311
$816,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Frederick Fram Work History
Frederick has been registered as a financial advisor for 2 years.*
Davenport & Company LLC
Cetera Advisor Networks LLC
Vsr Financial Services Inc
Cetera Investment Advisers LLC
Vsr Advisory Services
Summit Brokerage Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frederick Fram to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Davenport & Company LLC
Richmond, VA
Richmond, VA
Virginia Beach, VA
Norfolk, VA
Virginia Beach, VA
Richmond, VA
Richmond, VA
Richmond, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
