Grayson
Prillaman
Davenport & Company LLC
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About this Advisor
Grayson Prillaman is a financial advisor working in Roanoke, Virginia who has 16 years of industry experience. Prillaman is an employee of Davenport & Company LLC. During their career, the advisor has held roles at Ubs Financial Services Inc and Davenport & Company, LLC. Prillaman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. Davenport & Company LLC is an advisory company operating out of Richmond, VA. It has offices in 25 locations and a total of 478 employees. It has $17 billion in assets under management across its 20,311 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 532 charitable organizations. Of its 20,311 accounts, 21% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a wide range 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 fee schedules usually depend on which service is offered. Fee types charged by Davenport & Company LLC most likely consist 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
Grayson Prillaman Work History
Grayson has been registered as a financial advisor for 16 years.*
Davenport & Company, LLC
Ubs Financial Services Inc
*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 Grayson Prillaman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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