Renita
Yoon
Davenport & Company LLC
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About this Advisor
Renita Yoon is a financial advisor operating in Richmond, Virginia who has 2 years of industry experience. Yoon is on the advisory team at Davenport & Company LLC. Yoon has gained experience at Bb&T Securities, Wells Fargo Advisors, Utah State University, Virginia Commonwealth Universty, Wells Fargo, Chipotle Mexican Grill, Virginia Commonwealth University, Hot Topic, Truist Investment Services, Inc, Truist Advisory Services, Inc, Ameriprise Financial Services, LLC and Davenport & Company LLC. Yoon maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Virginia. Davenport & Company LLC is an advisory business that has its headquarters in Richmond, VA. It has offices in 25 locations and a total of 478 financial advisors. It handles $17 billion in total assets among its 20,311 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 532 charitable organizations. Of its 20,311 customer accounts, 21% belong to high-net-worth investors who have more than $1 million in investable assets. Davenport & Company LLC has a number 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. Fees charged by financial advisors typically depend on the financial services offered. However, fees billed by Davenport & Company LLC likely 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
Renita Yoon Work History
Renita has been registered as a financial advisor for 2 years.*
Davenport & Company LLC
Truist Investment Services, Inc
Truist Advisory Services, Inc
Ameriprise Financial Services, LLC
Bb&T Securities
Utah State University
Wells Fargo Advisors
Virginia Commonwealth Universty
Virginia Commonwealth University
Wells Fargo
Virginia Commonwealth University
Hot Topic
Chipotle Mexican Grill
*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 Renita Yoon 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
Virginia Beach, VA
Norfolk, VA
Virginia Beach, VA
Richmond, 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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