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Belinda Lee Walker

Davenport & Co. LLC

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About Belinda Lee Walker

Belinda Walker is a registered representative with Davenport & Co. LLC and has been in the industry since July 30, 2018. Belinda holds the Series 11 and the Securities Industry Essentials (SIE) examinations. Belinda is currently registered with FINRA and has a branch office location in Fredericksburg, VA. Davenport & Co. LLC has a history of providing advisory services to individuals, businesses, and investment companies. The firm has a strong focus on financial planning, pension consulting, and portfolio management.

Firm Information

Belinda Walker is currently registered with Davenport & Co. LLC. Davenport & Co. LLC is a Limited Liability Company formed in 1997 and headquartered in Richmond, Virginia. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, pension and profit-sharing plans, and pooled investment vehicles. The firm has over 300 investment adviser representatives and manages approximately $19.3 billion in regulatory assets under management.
Davenport & Co. LLC

ONE JAMES CENTER

RICHMOND, VA 23219

$19.33B

Assets Under Management

73

Total Clients

346

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

12b-1 fees and/or shareholder servicing fees

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Belinda Walker’s Registration & Firm History

VA

07/31/2018 - Present

Davenport & Co. LLC (FREDERICKSBURG VA)

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Licenses & Designations

BC

Issued 07/16/2024

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2017

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Belinda Lee Walker. Review regulatory record here.
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