Unclaimed Profile

Alison Leslie Lewis

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

SIE, Series 6, Series 7, Series 9, Series 10, Series 14, Series 24, Series 63, Series 66, Series 99TOClean record24 years registeredDAVENPORT & 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 · 24 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2022 – present

DAVENPORT & COMPANY LLC

Sep 2015 – Apr 2022

RICHMOND, VA

BB&T SECURITIES, LLC

Jan 2013 – Sep 2015

RICHMOND, VA

SCOTT & STRINGFELLOW, LLC

Sep 2001 – Jan 2013

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 14

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · September 21, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVENPORT & COMPANY LLC

CRD 1588 · SEC 801-13057

AUM

$19.3B

Regulatory assets under management

Employees

494

20,878 client accounts

Services offered by DAVENPORT & COMPANY LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAVENPORT & COMPANY LLC →

Introduction

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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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