Unclaimed Profile

Henry Lee Ii Valentine

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

SIE, Series 7TO, Series 24, Series 6329 years registeredDAVENPORT & COMPANY LLC

ONE JAMES CENTER, RICHMOND, VA 23219CRD# 452245Firm CRD# 1588

Profile Verification

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

Identity

Henry Lee Ii Valentine · RICHMOND, VA

Registration

CRD #452245 · 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

Jan 1997 – Aug 2021

OCEAN RIDGE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 24

Series 63

Registration record

First registered · January 22, 1997

Years registered · 29

Disclosure History

1978Regulatory·Final

1 disclosure event 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 Henry Lee Ii Valentine offer?

Henry Lee Ii Valentine specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Henry Lee Ii Valentine's credentials?

Henry Lee Ii Valentine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Henry Lee Ii Valentine located?

Henry Lee Ii Valentine is based in RICHMOND, Virginia, last registered with DAVENPORT & COMPANY LLC.

How does Henry Lee Ii Valentine charge for services?

Henry Lee Ii Valentine'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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