Kayla Woodard

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

• 12/2013 → 05/2023
  Student
  Greenville, NC
• 06/2019 → 06/2021
  Edward Jones
  Goldsboro, NC
• 06/2023 → 10/2023
  Edward Jones
  Garner, NC
• 10/2023 → 02/2024
  Davenport & Company Llc
  Raleigh, NC
• 02/2024 → Present
  Davenport & Company Llc
  Raleigh, NC

Other Businesses

The Woman's Club of Raleigh -Investment related - Woman's Club Drive, Raleigh, NC - Finance Committee- assist the treasurer with monthly duties. Start date 7/1/2026. Approximate number of hours/month during business hours: 0. Approximate number of hours/month during non-business hours: 1 - 5 Hours

Exams

• S66 Uniform Combined State Law Examination
  2024-07-30

Other Names

• Kayla Lyn Woodard