William
Davis
Davenport & Company LLC
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About this Advisor
William Davis is a financial advisor based in Roanoke, Virginia, working with Davenport & Company LLC. William has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Davenport & Company LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, William is part of Davenport & Company LLC, which operates out of Roanoke, 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
William Davis Work History
Davenport & Company LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of William Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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