Unclaimed Profile

David Mckinley West

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

SIE, Series 7, Series 16, Series 24, Series 63, Series 65, Series 87CFAClean record29 years registeredDAVENPORT & COMPANY LLC

ONE JAMES CENTER, RICHMOND, VA 23219CRD# 1341378Firm CRD# 1588

Profile Verification

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

Identity

David Mckinley West · RICHMOND, VA

Registration

CRD #1341378 · DAVENPORT & COMPANY LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAVENPORT & COMPANY LLC

DAVENPORT & COMPANY LLC

Feb 1997 – Jan 2020

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 16

Series 24

Series 63

Series 65

Series 87

Registration record

First registered · February 7, 1997

Years registered · 29

Professional designation · CFA

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 David Mckinley West offer?

David Mckinley West specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are David Mckinley West's credentials?

David Mckinley West holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Mckinley West located?

David Mckinley West is based in RICHMOND, Virginia, last registered with DAVENPORT & COMPANY LLC.

How does David Mckinley West charge for services?

David Mckinley West'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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