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Richard John Davenport

Lakeshore Financial Planning Inc.

Saint Clair Shores, MI

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Current Employers
Lakeshore Financial Planning Inc.

23201 Jefferson Ave, Saint Clair Shores, MI 48080 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-07-02
  • MI RA
    APPROVED
    Since 2026-07-02

Branch Locations

23201 Jefferson Ave, Saint Clair Shores, MI 48080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. St Clair Shores MI 01/1999 10/2018
Raymond James Financial Advisors, Inc St Clair Shores MI 10/2010 10/2018
Lakeshore Financial Planning, Inc. Saint Clair Shores MI 10/2018 Present
  • 01/1999 → 10/2018
    Raymond James Financial Services, Inc.
    St Clair Shores, MI
  • 10/2010 → 10/2018
    Raymond James Financial Advisors, Inc
    St Clair Shores, MI
  • 10/2018 → Present
    Lakeshore Financial Planning, Inc.
    Saint Clair Shores, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-01
S63 Uniform Securities Agent State Law Examination 1998-03-30
  • S65 Uniform Investment Adviser Law Examination
    2010-09-01
  • S63 Uniform Securities Agent State Law Examination
    1998-03-30

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MCMILLAN OFFICE, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

DAVID MICHAEL KENNY
JOSEPH NICHOLAS TROCCHIO
Beau J Becker
Mikhail Y Youdin
James C Zann
Carmela Commisso Bowman
ERIKA LYNN FITZHUGH
JASON SCOTT WALBRIDGE

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT CLAIR SHORES, MI
EDWARD JONES · ST CLAIR SHORES, MI
CETERA INVESTMENT ADVISERS LLC · ST. CLAIR SHORES, MI
MCMILLAN OFFICE, INC. · ST. CLAIR SHORES, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. Clair Shores, MI
AMERIPRISE FINANCIAL SERVICES, LLC · ST CLAIR SHORES, MI
PRIVATE ADVISOR GROUP, LLC · St. Clair Shores, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · St Clair Shores, MI

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