Richard
Owen

Davenport & Company LLC

CRD#1197506
Investment Advisor
in Richmond, VA

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About this Advisor

Richard Owen is a certified financial planner based in Richmond, Virginia who has 16 years of industry experience. Owen currently works for Davenport & Company LLC. Owen has gained experience at A. G. Edwards & Sons, Inc and Davenport & Company LLC. Owen has Series 63 and Series 66 licenses, designating them as a securities representative, and can work in Texas and Virginia. Davenport & Company LLC is a financial advisory company that has its headquarters in Richmond, VA. It has offices in 25 locations and a total of 478 employees. It oversees $17 billion in assets under management among its 20,311 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 532 charitable organizations. Of its 20,311 customer accounts, 21% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a diverse range 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. A financial advisor's fees vary depending on the type of financial services. However, fees charged by Davenport & Company LLC most likely are comprised of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

One James Center 901 E. Cary Street
Richmond, VA 23219

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Davenport & Company LLC Brokerage Details

Total Assets Under Management

$16,588,083,655

VA Average: $1,835,309,194
Total Number of Employees

478

VA Average: 32
Total Number of Accounts

20,311

VA Average: 1,458
Average Account Size

$816,704

VA Average: $1,258,785

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

Richard Owen Work History

Richard has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Davenport & Company LLC

1990 - Present (34 years)

A. G. Edwards & Sons, Inc

*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 Richard Owen 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

Ryan Cobb
Norfolk, VA
Cameron Reuss
Virginia Beach, VA
Harry Yates
Richmond, VA
Christian Theurer
Virginia Beach, VA
Christopher Kelley
Richmond, VA
James Diersen
Virginia Beach, VA
Herbert Hargroves Jr
Richmond, VA
Elizabeth Brown
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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