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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Margaret Boyd is a financial advisor with Davenport & Co. LLC. Ann has been working in the industry since July 2009, and has a broad background in financial services. Ann is a registered representative and investment advisor representative in Virginia. Ann's experience includes previous roles with Wells Fargo Clearing Services, LLC, The Leaders Group, Inc., Securities America, Inc., and SII Investments, Inc. Ann also has a strong educational background, and holds the Series 63, 66, 7 and SIE licenses. Ann focuses on portfolio management for individuals, businesses, investment companies and pooled investment vehicles, as well as financial planning, pension consulting and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
01/09/2023 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
01/28/2019 - 01/09/2023
THE LEADERS GROUP, INC. (Chesterfield VA)
VA
04/27/2018 - 01/22/2019
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
TN
12/06/2017 - 05/11/2018
SECURITIES AMERICA, INC. (FRANKLIN TN)
TN
12/23/2015 - 11/01/2017
SII INVESTMENTS, INC. (FRANKLIN TN)
MO
10/01/1999 - 09/13/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/14/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 04/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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