Unclaimed Profile

David Charles Anderson

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

SIE, Series 7, Series 24, Series 31, Series 63, Series 65CFP25 years registeredDAVENPORT & COMPANY LLC

ONE JAMES CENTER, RICHMOND, VA 23219CRD# 2312279Firm CRD# 1588

Profile Verification

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

Identity

David Charles Anderson · RICHMOND, VA

Registration

CRD #2312279 · DAVENPORT & COMPANY LLC · 25 years registered

Brand Profile

Not yet started

Career History

DAVENPORT & COMPANY LLC

Jan 2001 – present

DAVENPORT & COMPANY LLC

Jan 2001 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · January 8, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2021Customer Dispute·Closed-No Action

2001Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 David Charles Anderson offer?

David Charles Anderson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are David Charles Anderson's credentials?

David Charles Anderson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Charles Anderson located?

David Charles Anderson is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does David Charles Anderson charge for services?

David Charles Anderson'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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