Julian
Hillery
Davenport & Company LLC
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About this Advisor
Julian Hillery is a chartered financial analyst who works out of Richmond, Virginia with 9 years of relevant experience. Hillery is on the advisory team at Davenport & Company LLC. During their career, Hillery has held roles at Salient Partners, L.P, Salient Capital Advisors, LLC, Salient Capital, L.P, Integrity Capital, LLC and Davenport & Company LLC. Hillery holds Series 66 and Series 63 licenses, which qualify them as a securities agent, and is registered to work in Virginia. Davenport & Company LLC is a firm based out of Richmond, VA. The firm has offices in 25 locations and a total of 478 employees. It controls $17 billion in total assets among its 20,311 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 532 charities and foundations. Of its 20,311 customer accounts, 21% are associated with high-net-worth clients who have more than $1 million in assets. Davenport & Company LLC has 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. A financial advisor's fees usually depend on which services the firm provides the client. Fees charged by Davenport & Company LLC may include 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
Julian Hillery Work History
Julian has been registered as a financial advisor for 9 years.*
Davenport & Company LLC
Salient Capital, L.P
Integrity Capital, LLC
Salient Capital Advisors, LLC
Salient Partners, L.P
*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 Julian Hillery 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
Richmond, VA
Virginia Beach, VA
Norfolk, VA
Virginia Beach, VA
Richmond, 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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