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William Robertson Beverley Hershey

DAVENPORT & COMPANY LLC·RICHMOND, Virginia
Unclaimed Profile
ONE JAMES CENTER, RICHMOND, VA 23219CRD# 2909345Firm CRD# 1588
01

About

William Robertson Beverley Hershey 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
View all advisors at DAVENPORT & COMPANY LLC →
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# 2909345
Firm CRD# 1588
5 disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in RICHMOND
Geoffrey Bonner Sale — RICHMOND CAPITAL MANAGEMENT INCClavel Tyrus Eubank — CAPGROUP ADVISORS, LLCJames Derrick Wreden — THETFORD INVESTMENT MANAGEMENT, INC.Michael Reilly Gibb — GODSEY & GIBB INCJohn Richard Tashjian — PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
Nearby cities in Virginia
ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
ARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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