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Fred Eugene Banister

Davenport & Company LLC

Virginia Beach, VA

CRD 816399

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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_RES 2023-11-07
VA RA APPROVED 1997-01-22
  • TX RA
    APPROVED_RES
    Since 2023-11-07
  • VA RA
    APPROVED
    Since 1997-01-22

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 01/1994 Present
#Ia Davenport & Company Llc Richmond VA 01/1994 Present
  • 01/1994 → Present
    Davenport & Company Llc
    Virginia Beach, VA
  • 01/1994 → Present
    #Ia Davenport & Company Llc
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-07-18
S63 Uniform Securities Agent State Law Examination 1988-12-06
  • S65 Uniform Investment Adviser Law Examination
    1991-07-18
  • S63 Uniform Securities Agent State Law Examination
    1988-12-06

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
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