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William Robertson Beverley Hershey

DAVENPORT & COMPANY LLC·RICHMOND, Virginia
SIE, Series 7, Series 24, Series 27, Series 66, Series 99TOClean record19 years registeredDAVENPORT & COMPANY LLC
ONE JAMES CENTER, RICHMOND, VA 23219CRD# 2909345Firm CRD# 1588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Robertson Beverley Hershey · RICHMOND, VA
Registration
CRD #2909345 · DAVENPORT & COMPANY LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

DAVENPORT & COMPANY LLC
Nov 2006 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 66
Series 99TO
Registration record
First registered · November 22, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

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
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05

Frequently Asked Questions

What services does William Robertson Beverley Hershey offer?
William Robertson Beverley Hershey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are William Robertson Beverley Hershey's credentials?
William Robertson Beverley Hershey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Robertson Beverley Hershey located?
William Robertson Beverley Hershey 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 Robertson Beverley Hershey charge for services?
William Robertson Beverley Hershey'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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