Best Investors Account Sign in

Leavenworth Mcgill Ferrell

Davenport & Company LLC

Richmond, VA

CRD 4578007

Claim This Profile
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:

Current Employers
Davenport & Company Llc

One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-21
VA RA APPROVED 2015-09-25
  • TX RA
    APPROVED_RES
    Since 2022-11-21
  • VA RA
    APPROVED
    Since 2015-09-25

Branch Locations

One James Center 901 E. Cary Street, Richmond, VA 23219 • 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
Davenport And Company Richmond VA 08/2015 Present
  • 08/2015 → Present
    Davenport And Company
    Richmond, VA
Other Businesses

Seven Hill School- Not investment related. Board Member- Attend board meetings and offer strategic oversight-Approximate # of hours/month you devote to this outside activity during non-business hours 1-5. Approximate # of hours/month you devote to this outside activity during business hours -0. Capital Region Land Conservancy- Not investment related- land conservation- Vice Chair, Attend Board/Exec Comm meetings; Finance Committee- Approximate # of hours/month you devote to this outside activity during non-business hours 1-5. Approximate # of hours/month you devote to this outside activity during business hours -0. Country Club of Virginia - investment related - 6031 St Andrews Lane Richmond, VA -social club - Investment Committee Member-on investment committee as former treasurer of the club- start date 11/24/2020. Approximate # of hours/month you devote to this outside activity during business hours -0. Approximate # of hours/month you devote to this outside activity during non-business hours 1-5

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-23
  • S66 Uniform Combined State Law Examination
    2015-09-23
Other Names
  • Wortie Ferrell
  • Levi Ferrell
  • Leavenworth Mcgill Ferrell
  • Leavenworth Mcgill Ferrell

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Richmond, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor