George
Smith
Davenport & Company LLC
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About this Advisor
George Smith is a chartered financial analyst who works out of Richmond, Virginia who has 22 years of relevant experience. Smith is on the advisory team at Davenport & Company LLC. The advisor has gained experience at Davenport & Company LLC and #Ia Davenport & Company LLC. Smith maintains a Series 63 license, designating them as a securities agent, and is approved to serve investors in Virginia. Davenport & Company LLC is a company based out of Richmond, VA. The company has offices in 25 locations and a total of 478 people on staff. It administers $17 billion in assets across its 20,311 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 532 charities and foundations. Of its 20,311 customer accounts, 21% are associated with high-net-worth investors who have at least $1 million in assets. Davenport & Company LLC performs a wide array 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. Financial management fees typically vary depending on the services. However, fee types billed by Davenport & Company LLC most likely include any 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
George Smith Work History
George has been registered as a financial advisor for 22 years.*
#Ia Davenport & Company LLC
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 George Smith 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
Norfolk, VA
Richmond, VA
Richmond, VA
Virginia Beach, VA
Virginia Beach, VA
Charlottesville, VA
Virginia Beach, 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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