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James F Diersen

Davenport & Company LLC

Virginia Beach, VA

CRD 6131414

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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 2023-11-06
VA RA APPROVED 2016-04-22
  • TX RA
    APPROVED
    Since 2023-11-06
  • VA RA
    APPROVED
    Since 2016-04-22

Branch Locations

Highwoods Centre 477 Viking Drive Suite 200, Virginia Beach, VA 23452 • 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 & Company Llc Virginia Beach VA 04/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-17
  • S66 Uniform Combined State Law Examination
    2013-01-17
Designations
  • Certified Financial Planner
Other Names
  • James Francis Diersen

View on SEC IAPD

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Nearby Investors

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JOSEPH SCOTT KOMARNICKI
ADAM THOMAS REX

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA

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