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CFP

Audrey Lunsford Mccray

Davenport & Company LLC
33 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Davenport & Company LLC
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

Location

One James Center, 901 E. Cary Street, 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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Employment History
Current Registrations
Davenport & Company LLCBroker
June 2017 - Present · 8 yrs 8 mos
Davenport & Company LLC
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - June 2017 · 9 yrs 5 mos
Wells Fargo Clearing Services, LLC
January 2008 - June 2017 · 9 yrs 5 mos
A. G. Edwards & Sons, INC.
January 2005 - January 2008 · 3 yrs
A. G. Edwards & Sons, INC.Broker
April 1998 - January 2008 · 9 yrs 9 mos
Linsco/private Ledger CORP.Broker
November 1996 - April 1998 · 1 yr 5 mos
Advest, INC.Broker
April 1992 - October 1996 · 4 yrs 6 mos
State Registrations34 states
ALCACOCTDCDEFLGAIDINKYLAMAMDMEMIMNMOMTNCNJNYOHORPARISCTNTXUTVAWAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.