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Robert Francis Mizell

DAVENPORT & COMPANY LLC·RICHMOND, Virginia
Unclaimed Profile
ONE JAMES CENTER, RICHMOND, VA 23219CRD# 1836694Firm CRD# 1588
01

About

Robert Francis Mizell is a registered financial advisor based in RICHMOND, Virginia, affiliated with DAVENPORT & COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DAVENPORT & COMPANY LLC
DAVENPORT & COMPANY LLC
AUM
$19.3B
Regulatory assets under management
Employees
494
Total firm employees
Services
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Other: 12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES
Regulatory
SEC/IARD CRD# 1836694
Firm CRD# 1588
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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