AG
AG

Ann Holden Gurkin

32 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
325 advisors
Number of Clients
16,512 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$22.5B

Fee Structure

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Location

One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ann is the treasurer for Peter Paul Development Center/St. James Church, an early childhood education center. She spends minimal time on this activity, participating on the finance committee.

Employment History
Current Registrations
Davenport & Company LLC
November 2002 - Present · 23 yrs 3 mos
Davenport & Company LLCBroker
July 1999 - Present · 26 yrs 7 mos
Previous Registrations
Wheat, First Securities, INC.Broker
October 1990 - August 1996 · 5 yrs 10 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ann Holden Gurkin - Financial Advisor | TrueAdvisor