Kari Thompson Collins

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

• 06/2015 → Present
  Davenport & Company
  Danville, VA

Other Businesses

Irish Twins, LLC Not Investment Related- 9581 Martinsville Hwy Danville VA 24541- Rental Property - Secretary- April 2013 -5-7 hours a month, not during trading hours- Pay bills, tax prep and make bank deposits

Exams

• S66 Uniform Combined State Law Examination
  2022-03-25

Other Names

• Kari Ellen Thompson