John
Murray

Davenport & Company LLC

CRD#2628275
Investment Advisor
in Greensboro, NC

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About this Advisor

John Murray is a financial advisor based in Greensboro, North Carolina, working with Davenport & Company LLC. John has previously held positions at Citigroup Global Markets Inc and Davenport & Company LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, John is part of Davenport & Company LLC, which operates out of Greensboro, North Carolina. The firm has 26 offices and 494 employees. The firm manages assets totaling $19.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Davenport & Company LLC includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

628 Green Valley Road Suite 306
Greensboro, NC 27408-7730

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Davenport & Company LLC Brokerage Details

Total Assets Under Management

$19,332,677,961

NC Average: $1,835,309,194
Total Number of Employees

494

NC Average: 32
Total Number of Accounts

20,878

NC Average: 1,458
Average Account Size

$925,983

NC Average: $1,258,785

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

John Murray Work History

2009 - Present (15 years)

Davenport & Company LLC

2006 - Present (18 years)

Citigroup Global Markets Inc

Disclosures

Please visit the SEC profile of John Murray 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

Lindsay St. Peter
Roanoke, VA
John Trigg
Richmond, VA
Ryan Cobb
Norfolk, VA
Michael Devon
Greensboro, NC
Julian Hillery
Richmond, VA
Samuel Sweeney
Richmond, VA
Ryan Blankenship
Richmond, VA
Harry Yates
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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