Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Conway Munford is a registered investment advisor representative with Davenport & Co. LLC. Charles has been in the industry since 1994. Charles holds Series 7, 31 and 63 securities licenses, as well as the Series 65 investment advisor license. Prior to joining Davenport & Co. LLC, Charles worked at Citigroup Global Markets Inc. and Scott & Stringfellow, Inc. Charles has been registered with the state of Virginia since 2009 and is also currently registered in Texas.
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
02/06/2009 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
05/28/2002 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
VA
05/05/1999 - 06/20/2002
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
04/10/1997 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
02/15/1995 - 04/23/1997
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
VA
02/15/1994 - 02/21/1995
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
IA
Issued 05/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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