Devon
King

Davenport & Company LLC

CRD#3159085
Investment Advisor
in Williamsburg, VA

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About this Advisor

Devon King is a financial advisor based in Williamsburg, Virginia, working with Davenport & Company LLC. Devon has previously held positions at Davenport & Company LLC and #Ia Davenport & Company LLC. Devon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Devon is part of Davenport & Company LLC, which operates out of Williamsburg, Virginia. 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 66

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

5400 Discovery Park Blvd Suite 301
Williamsburg, VA 23188-2882

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Davenport & Company LLC Brokerage Details

Total Assets Under Management

$19,332,677,961

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

494

VA Average: 32
Total Number of Accounts

20,878

VA Average: 1,458
Average Account Size

$925,983

VA 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

Devon King Work History

2002 - Present (23 years)

#Ia Davenport & Company LLC

1998 - Present (27 years)

Davenport & Company LLC

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Disclosures

Please visit the SEC profile of Devon King 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

Ryan Blankenship
Richmond, VA
Michael Devon
Greensboro, NC
Nicholas Guyer
Richmond, VA
Samuel Dittmar
Richmond, VA
Carly Carmichael
Richmond, VA
Samuel Sweeney
Richmond, VA
John Trigg
Richmond, VA
Julian Hillery
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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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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