George Levin Smith

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

• 11/1997 → Present
  Davenport & Company Llc
  Richmond, VA
• 07/2001 → Present
  #Ia Davenport & Company Llc
  Richmond, VA

Other Businesses

1. 201 MAIN LLC - NOT INVESTMENT RELATED - 4104 Cambridge Rd Richmond VA 23221 - OWNER/MANAGER - LLC FORMED TO HOLD REAL ESTATE. 1-5 HOURS PER MONTH START DATE 06.25.2015 2. SMITH INVESTMENT PROPERTIES - NOT INVESTMENT-RELATED - 4812 KENSINGTON AVE RICHMOND, VA - FAMILY REAL ESTATE - PARTNER/MANAGER - 1 TO 5 HOURS/MONTH DURING NON-BUSINESS HOURS - 1 TO 5 HOURS/MONTH DURING TRADING HOURS - OVERSIGHT, PAYING PROPERTY TAXES, ETC 3. SMITH ASSET MANAGEMENT - NOT INVESTMENT-RELATED - 4812 KENSINGTON AVE RICHMOND, VA - FAMILY REAL ESTATE HOLDINGS - CO-MANAGER - 1 TO 5 HOURS/MONTH DURING NON-BUSINESS HOURS - 1 TO 5 HOURS/MONTH DURING TRADING HOURS - RESPONSIBLE FOR OVERSIGHT. PROPERTY TAXES, ETC.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-29

Designations

• Chartered Financial Analyst