Alicia Lynn Mcanney

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

• 03/2015 → 12/2019
  Dillards
  Virginia Beach, VA
• 12/2019 → 08/2022
  Truist Bank
  Chesapeake, VA
• 08/2022 → 12/2023
  Truist Bank
  Staunton, VA
• 01/2024 → 11/2024
  Truist Investment Services, Inc
  Staunton, VA
• 11/2024 → Present
  Davenport & Company Llc
  Staunton, VA

Exams

• S66 Uniform Combined State Law Examination
  2026-08-10