Robert Francis Mizell

Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1988 → Present
  #Ia Davenport & Company Llc
  Richmond, VA
• 05/1988 → Present
  Davenport & Company Llc
  Richmond, VA

Other Businesses

MIZELL PARTNERS, LLC, RICHMOND, VA, NATURE OF BUSINESS: INVESTING, PASSIVE OWNER, START DATE: 2001, ONE HOUR PER MONTH DEVOTED DURING TRADING HOURS. Davenport Trust Co., yes - business investment related; c/o Davenport, 901 E. Cary St., Richmond, VA., position: Board of Directors; started with entity: 10-08-2009; 1-5 hrs per month both during and outside bus. hrs. Operation Healing Forces (a 501(c)3) - Not investment related - 5100 W. Kennedy Blvd Suite 100 Tampa, FL 33609-Public charity supporting U.S. Special Forces operators and their families Treasurer - Attend board meetings sign 501(c)3 state annual filings. Approximate number of hours/month you devote to this outside activity during business hours: 1 - 5 Hours. Approximate number of hours/month you devote to this outside activity during non-business hours: 1 - 5 Hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-02-27
• S63 Uniform Securities Agent State Law Examination
  1988-07-11

Designations

• Chartered Financial Analyst

Other Names

• Bob Mizell