Julia
Beck
Davenport & Company LLC
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About this Advisor
Julia Beck is a financial advisor based in Norfolk, Virginia, working with Davenport & Company LLC. Julia has previously held positions at Citigroup Global Markets Inc and Davenport & Company LLC. Julia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Julia is part of Davenport & Company LLC, which operates out of Norfolk, Virginia. The firm has 26 offices and 494 employees. The firm manages assets totaling $19.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Davenport & Company LLC includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Davenport & Company LLC Brokerage Details
$19,332,677,961
494
20,878
$925,983
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
Julia Beck Work History
Davenport & Company LLC
Citigroup Global Markets Inc
Disclosures
Please visit the SEC profile of Julia Beck 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
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Roanoke, VA
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