AF
AF

Alison Bell Foley

17 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

5400 Discovery Park Blvd, Suite 301, Williamsburg, VA, 23188-2882

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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

Alison is the treasurer for Colonial Connections Networking Group, an endowment committee member at Williamsburg United Methodist Church, and a finance committee member for Bernardine Franciscan Sisters Foundation. She also serves as Board Member Emeritus, Assistant Treasurer, and member of the Governance and Finance Committees for Peake Childhood Center, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Davenport & Company LLC
June 2008 - Present · 17 yrs 8 mos
Davenport & Company LLCBroker
April 2008 - Present · 17 yrs 10 mos
State Registrations20 states
ALAZCACOCTFLILINMDMONCNJNMNYOHPASCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.