Kenneth
Severance

Davenport & Company LLC

CRD#2330773
Investment Advisor
in Greensboro, NC

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About this Advisor

Kenneth Severance is a financial advisor based in Greensboro, North Carolina, working with Davenport & Company LLC. Kenneth has previously held positions at UBS Financial Services Inc and Davenport & Company LLC. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Kenneth 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, CERTIFIED FINANCIAL PLANNER™

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

Kenneth Severance Work History

2009 - Present (15 years)

Davenport And Company LLC

2000 - Present (24 years)

Ubs Financial Services Inc

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Disclosures

Please visit the SEC profile of Kenneth Severance 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

Samuel Sweeney
Richmond, VA
John Trigg
Richmond, VA
Julian Hillery
Richmond, VA
Ryan Blankenship
Richmond, VA
Carly Carmichael
Richmond, VA
Samuel Dittmar
Richmond, VA
Lindsay St. Peter
Roanoke, VA
Thomas Branch
Richmond, VA

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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.

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