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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Wright Ramsey is a financial advisor with Davenport & Co. LLC, a firm with a focus on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Carl Wright Ramsey is registered with the Securities and Exchange Commission as an investment advisor representative and has been in the securities industry since 2003. Carl Wright Ramsey is also registered in several states including Connecticut, District of Columbia, Georgia, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Texas, and Virginia.
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
08/12/2008 - Present
Davenport & Co. LLC (RICHMOND VA)
MA
03/25/2003 - 02/01/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 08/28/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2003
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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