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George Wade Askew

Davenport & Company LLC

Williamsburg, VA

CRD 1009555

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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 2022-11-21
VA RA APPROVED 1997-01-16
  • TX RA
    APPROVED_RES
    Since 2022-11-21
  • VA RA
    APPROVED
    Since 1997-01-16

Branch Locations

5400 Discovery Park Blvd Suite 301, Williamsburg, VA 23188-2882 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
#Ia Davenport & Company Llc Newport News VA 04/1990 Present
Davenport & Company Llc Newport News VA 04/1990 Present
  • 04/1990 → Present
    #Ia Davenport & Company Llc
    Newport News, VA
  • 04/1990 → Present
    Newport News, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-03-12
S63 Uniform Securities Agent State Law Examination 1981-10-06
  • S65 Uniform Investment Adviser Law Examination
    1992-03-12
  • S63 Uniform Securities Agent State Law Examination
    1981-10-06

View on SEC IAPD

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