Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan W Davenport is a financial advisor in St. Louis, MO. Bryan has been in the financial services industry for over 20 years. Bryan has experience as a financial advisor with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, and previously worked with First Clearing, LLC, Wachovia Securities, LLC, Quest Capital Strategies, Inc., WM Financial Services, Inc., UnionBanc Investment Services, LLC, MetLife Investors Distribution Company, Morgan Stanley DW Inc., Signator Investors, Inc., and Smith Barney Inc. Bryan currently holds Series 7, 9, 10, 24, 31, 52, 53, and 63 securities licenses and Series 65 insurance license. Bryan Davenport works with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net worth, and state or municipal government entities. Bryan is also an investment advisor representative.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
01/23/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
04/17/2009 - 06/16/2010
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
09/15/2008 - 04/17/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CA
11/11/2005 - 11/08/2006
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
05/17/2005 - 11/01/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
05/14/2003 - 01/28/2005
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
CA
04/19/2001 - 06/26/2001
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NY
05/13/1999 - 04/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
10/12/1998 - 05/19/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
09/12/1997 - 08/25/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2015
Series 4 - Registered Options Principal Examination
BC
Issued 08/06/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bryan Davenport is the right advisor for you? Invested Better is here to help.
