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Kathleen Regina Maccio Holman

DAVENPORT & COMPANY LLC·RICHMOND, Virginia
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordDAVENPORT & COMPANY LLC
ONE JAMES CENTER, RICHMOND, VA 23219CRD# 2551633Firm CRD# 1588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Regina Maccio Holman · RICHMOND, VA
Registration
CRD #2551633 · DAVENPORT & COMPANY LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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 →
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04

Frequently Asked Questions

What services does Kathleen Regina Maccio Holman offer?
Kathleen Regina Maccio Holman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Kathleen Regina Maccio Holman's credentials?
Kathleen Regina Maccio Holman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Regina Maccio Holman located?
Kathleen Regina Maccio Holman is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Kathleen Regina Maccio Holman charge for services?
Kathleen Regina Maccio Holman'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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Other Advisors at DAVENPORT & COMPANY LLC

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RICHMOND, VA
Bradley Lawrence Watson
RICHMOND, VA
Coleman Iii Wortham
RICHMOND, VA
David Charles Anderson
RICHMOND, VA
CFP

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Research
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