Joshua
Long
Davenport & Company LLC
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About this Advisor
Joshua Long is a financial advisor working out of Kilmarnock, Virginia with 3 years of relevant experience. Long is an advisor for Davenport & Company LLC. Long has gained experience at Northumberland, Christopher Newport University and Davenport & Company LLC. Long has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Virginia. Davenport & Company LLC is a financial advisory firm that has its headquarters in Richmond, VA. It has offices in 25 locations and a total of 478 employees. It handles $17 billion in assets across its 20,311 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 532 charitable organizations. Of its 20,311 client accounts, 21% belong to high-net-worth individuals who have more than $1 million in investable assets. The business offers a number 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. Fees charged by financial advisors typically vary depending on which services are offered. However, fee types charged by Davenport & Company LLC most likely consist of some 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
Joshua Long Work History
Joshua has been registered as a financial advisor for 3 years.*
Davenport & Company LLC
Christopher Newport University
Northumberland
*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 Joshua Long 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
Virginia Beach, VA
Richmond, VA
Richmond, VA
Virginia Beach, VA
Charlottesville, VA
Richmond, 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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