Bradley
Watson
Davenport & Company LLC
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About this Advisor
Bradley Watson is a financial advisor based out of Farmville, Virginia with 26 years of industry experience. Watson is an advisor for Davenport & Company LLC. Their career trajectory has included roles at Davenport & Company LLC and #Ia Davenport & Company LLC. Watson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas and Virginia. Davenport & Company LLC is an advisory business that has its headquarters in Richmond, VA. It has offices in 25 locations and a total of 478 advisors. It oversees $17 billion in assets under management across its 20,311 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 532 charitable organizations. Of its 20,311 client accounts, 21% belong to high-net-worth clients who have at least $1 million in investable assets. The business offers a number of services, such as 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 charged by financial advisors are based on which service is provided. However, fee types billed by Davenport & Company LLC most likely include any blend 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
Bradley Watson Work History
Bradley has been registered as a financial advisor for 26 years.*
Davenport & Company LLC
#Ia Davenport & Company LLC
*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 Bradley Watson 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
Virginia Beach, VA
Richmond, VA
Virginia Beach, VA
Richmond, VA
Norfolk, VA
Kilmarnock, VA
Richmond, VA
Greensboro, NC
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.
