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Kimberley Lynne Mcmillan

Davenport & Company LLC

Norfolk, VA

CRD 2520474

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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 1999-01-13
  • TX RA
    APPROVED
    Since 2023-11-06
  • VA RA
    APPROVED
    Since 1999-01-13

Branch Locations

One World Trade Center 101 W. Main Street Suite 4000, Norfolk, VA 23510-1624 • 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 Norfolk VA 11/1998 Present
#Ia Davenport & Company Llc Norfolk VA 11/1998 Present
  • 11/1998 → Present
    Norfolk, VA
  • 11/1998 → Present
    #Ia Davenport & Company Llc
    Norfolk, VA
Other Businesses

St. Michael Lutheran Church-Church Council, Finance Chair- not investment related-oversee treasurer position, review monthly reports - during non-business hours 1-5 - during business hours 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-03
S63 Uniform Securities Agent State Law Examination 1994-10-10
  • S65 Uniform Investment Adviser Law Examination
    1997-11-03
  • S63 Uniform Securities Agent State Law Examination
    1994-10-10
Designations
  • Certified Financial Planner
Other Names
  • Kim Mcmillan
  • Kimberley Lynne Barger

View on SEC IAPD

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