Unclaimed Profile

Alison Leslie Lewis

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

DAVENPORT & COMPANY LLC

ONE JAMES CENTER, RICHMOND, VA 23219CRD# 3113092Firm CRD# 1588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alison Leslie Lewis · RICHMOND, VA

Registration

CRD #3113092 · DAVENPORT & COMPANY LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Alison Leslie Lewis is a registered financial advisor based in RICHMOND, Virginia, affiliated with DAVENPORT & COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DAVENPORT & COMPANY LLC

AUM

$19.3B

Regulatory assets under management

Employees

494

Total firm employees

View all advisors at DAVENPORT & COMPANY LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Performance-based fees

Other: 12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES

Regulatory

SEC/IARD CRD# 3113092

Firm CRD# 1588

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alison Leslie Lewis offer?

Alison Leslie Lewis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Alison Leslie Lewis's credentials?

Alison Leslie Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alison Leslie Lewis located?

Alison Leslie Lewis is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Alison Leslie Lewis charge for services?

Alison Leslie Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: 12b-1 fees and/or shareholder servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVENPORT & COMPANY LLC?

DAVENPORT & COMPANY LLC has approximately 494 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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