Unclaimed Profile

Frederick Gordon Fram

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

SIE, Series 3, Series 4, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 99TOCFP ChFCClean record23 years registeredDAVENPORT & COMPANY LLC

ONE JAMES CENTER, RICHMOND, VA 23219CRD# 1701062Firm CRD# 1588

Profile Verification

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

Identity

Frederick Gordon Fram · RICHMOND, VA

Registration

CRD #1701062 · DAVENPORT & COMPANY LLC · 23 years registered

Brand Profile

Not yet started

Career History

DAVENPORT & COMPANY LLC

Mar 2021 – present

CETERA ADVISOR NETWORKS LLC

Feb 2021 – Mar 2021

BOCA RATON, FL

VSR ADVISORY SERVICES

Dec 2015 – Nov 2016

OVERLAND PARK, KS

CETERA INVESTMENT ADVISERS LLC

Oct 2015 – Mar 2021

Boca Raton, FL

SUMMIT FINANCIAL GROUP INC

May 2010 – Mar 2021

BOCA RATON, FL

STANFORD GROUP COMPANY

Jun 2006 – Feb 2010

HOUSTON, TX

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jan 2003 – Jun 2006

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · January 7, 2003

Years registered · 23

Professional designations · CFP, ChFC

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 Frederick Gordon Fram offer?

Frederick Gordon Fram specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Frederick Gordon Fram's credentials?

Frederick Gordon Fram holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Frederick Gordon Fram located?

Frederick Gordon Fram is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Frederick Gordon Fram charge for services?

Frederick Gordon Fram'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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