Unclaimed Profile

William Isaac Davis

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

SIE, Series 7, Series 63, Series 6520 years registeredDAVENPORT & COMPANY LLC

ONE JAMES CENTER, RICHMOND, VA 23219CRD# 4665777Firm CRD# 1588

Profile Verification

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

Identity

William Isaac Davis · RICHMOND, VA

Registration

CRD #4665777 · DAVENPORT & COMPANY LLC · 20 years registered

Brand Profile

Not yet started

Career History

DAVENPORT & COMPANY LLC

Oct 2020 – present

WELLS FARGO CLEARING SERVICES, LLC

Dec 2005 – Nov 2020

GRUNDY, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 19, 2005

Years registered · 20

Disclosure History

2020Employment Separation After Allegations

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 William Isaac Davis offer?

William Isaac Davis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are William Isaac Davis's credentials?

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

Where is William Isaac Davis located?

William Isaac Davis is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does William Isaac Davis charge for services?

William Isaac Davis'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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