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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Harrell is a financial advisor with Davenport & Co. LLC based in Virginia Beach, Virginia. Byron has been a financial advisor since October 5, 2001. He has been with Davenport & Co. LLC since February 2009. Prior to joining Davenport & Co. LLC, Byron worked at Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated and UBS Financial Services Inc. Byron specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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
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2
VA
02/11/2009 - Present
Davenport & Co. LLC (VIRGINIA BEACH VA)
VA
02/21/2006 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (VIRGINIA BEACH VA)
MD
10/06/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
01/07/2002 - 10/01/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
10/13/2000 - 01/17/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 10/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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