BF
BF

Barclay Porter Freeman

5 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

Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA, 23452

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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
August 2021 - Present · 4 yrs 6 mos
Davenport & Company LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - August 2021 · 6 mos
Truist Advisory Services, INC.
February 2021 - August 2021 · 6 mos
Bb&t Securities, LLC
August 2020 - February 2021 · 6 mos
Bb&t Securities, LLCBroker
July 2020 - February 2021 · 7 mos
State Registrations24 states
ARAZCACODCFLGAILINMAMDMSNCNJNYOHPARISCSDTXUTVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.