Ralph
Taylor
Davenport & Company LLC
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About this Advisor
Ralph Taylor is a financial advisor working in Richmond, Virginia who has 9 years of industry experience. Taylor currently works for Davenport & Company LLC. Their career trajectory has included roles at Securian Financial Services Inc, Minnesota Life, Virginia Asset Management, Guardian Life Insurance, Park Avenue Securities, Metlife Securities Inc and Davenport & Company LLC. Taylor has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Davenport & Company LLC is an advisory business operating out of Richmond, VA. It has offices in 25 locations and a total of 478 people on staff. It manages $17 billion in total assets across its 20,311 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 532 charitable organizations. Of its 20,311 customer accounts, 21% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides a broad set 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. Financial management fee schedules largely are based on the services provided. However, fee types charged by Davenport & Company LLC most likely consist 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
Ralph Taylor Work History
Ralph has been registered as a financial advisor for 9 years.*
Davenport & Company LLC
Metlife Securities Inc
Guardian Life Insurance
Park Avenue Securities
Securian Financial Services Inc
Minnesota Life
Virginia Asset Management
*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 Ralph Taylor 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
Virginia Beach, VA
Richmond, VA
Norfolk, VA
Virginia Beach, VA
Richmond, VA
Virginia Beach, VA
Richmond, VA
Kilmarnock, 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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