Unclaimed Profile

William David Jr Gorsline

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 66Clean record13 years registeredDAVENPORT & COMPANY LLC

ONE JAMES CENTER, RICHMOND, VA 23219CRD# 1020073Firm CRD# 1588

Profile Verification

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

Identity

William David Jr Gorsline · RICHMOND, VA

Registration

CRD #1020073 · DAVENPORT & COMPANY LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAVENPORT & COMPANY LLC

DAVENPORT & COMPANY LLC

Jul 2013 – May 2020

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 66

Registration record

First registered · July 3, 2013

Years registered · 13

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 William David Jr Gorsline offer?

William David Jr Gorsline specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are William David Jr Gorsline's credentials?

William David Jr Gorsline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William David Jr Gorsline located?

William David Jr Gorsline is based in RICHMOND, Virginia, last registered with DAVENPORT & COMPANY LLC.

How does William David Jr Gorsline charge for services?

William David Jr Gorsline'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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