Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lunsford Johnson is an investment advisor representative with Davenport & Co. LLC. Charles has been in the industry since April 1990 and is currently registered with the state of Virginia. Charles has a range of experience in the financial industry, holding registrations with several states including California, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and West Virginia. In addition to their work as an investment advisor, Charles also serves on the Board of Directors for Agecroft Hall/Museum.
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
1
2
VA
02/03/1997 - Present
Davenport & Co. LLC (RICHMOND VA)
NA
10/19/1983 - 04/18/1986
ANDERSON & STRUDWICK, INCORPORATED
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/08/1983
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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