Joseph
Thompson
Davenport & Company LLC
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About this Advisor
Joseph Thompson is a certified financial planner working out of Richmond, Virginia, with 6 years of relevant experience. Thompson currently works for Davenport & Company LLC. Their career trajectory has included roles at Cambridge Investment Research Advisors, Inc, Mull Capital Management, LLC, Verus Financial Partners and Davenport & Company LLC. Thompson holds Series 65 and Series 63 licenses, which qualify 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 a registered investment company headquartered in Richmond, VA. It has offices in 25 locations and a total of 478 people on staff. It administers $17 billion in total assets across its 20,311 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 532 charities and foundations. Of its 20,311 client accounts, 21% are associated with high-net-worth individuals who have at least $1 million in assets. Davenport & Company LLC provides a diverse array 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. A financial advisor's fees usually depend on the financial services provided. However, fees billed by Davenport & Company LLC likely include some 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
Joseph Thompson Work History
Joseph has been registered as a financial advisor for 6 years.*
Davenport & Company LLC
Verus Financial Partners
Cambridge Investment Research Advisors, Inc
Mull Capital Management, 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 Joseph Thompson 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
Richmond, VA
Norfolk, 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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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.
