Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barclay? Claim Your ProfileBarclay Porter Freeman is an investment advisor representative with Davenport & Co. LLC. Barclay holds Series 7, 66, and SIE licenses and has over 4 years of experience in the financial services industry. Barclay is registered in 23 states and is also registered as an investment advisor representative in North Carolina and Virginia. Barclay has experience working with individuals, families, and businesses. Prior to joining Davenport & Co. LLC, Barclay worked at Truist Investment Services, Inc. and BB&T Securities, LLC.
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
08/03/2021 - Present
Davenport & Co. LLC (VIRGINIA BEACH VA)
VA
02/17/2021 - 08/04/2021
TRUIST INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)
VA
07/28/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 08/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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