John
Vetrovec

Davenport & Company LLC

CRD#4332227
Investment Advisor
in Richmond, VA

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About this Advisor

John Vetrovec is a certified financial planner based out of Richmond, Virginia who has 14 years of relevant experience. Vetrovec currently works for Davenport & Company LLC. They have spent their whole time as a financial advisor at Davenport & Company Llc. Vetrovec maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Virginia. Davenport & Company LLC is a financial advisory company that has its headquarters in Richmond, VA. The firm has offices in 25 locations and a total of 478 advisors. It oversees $17 billion in assets under management between its 20,311 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 532 charitable organizations. Of its 20,311 accounts, 21% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number 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. Fees for financial advisory services vary depending on the type of services. However, fees charged by Davenport & Company LLC likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

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

One James Center 901 E. Cary Street
Richmond, VA 23219

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Davenport & Company LLC Brokerage Details

Total Assets Under Management

$16,588,083,655

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

478

VA Average: 32
Total Number of Accounts

20,311

VA Average: 1,458
Average Account Size

$816,704

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

John Vetrovec Work History

John has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

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 John Vetrovec 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

Harry Yates
Richmond, VA
Christopher Kelley
Richmond, VA
Ryan Cobb
Norfolk, VA
Christian Theurer
Virginia Beach, VA
Cameron Reuss
Virginia Beach, VA
Sarah Fowler
Verona, VA
James Diersen
Virginia Beach, VA
Joseph Thompson
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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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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