Unclaimed
Edward Trigg Brown is a financial advisor with over 40 years of experience in the industry. Edward has been registered with Davenport & Co. LLC since 1982, and previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch, Pierce, Fenner & Smith, Inc. Edward specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Edward is a Registered Representative and Investment Adviser Representative, and holds the Series 7, 9, 10, 24, 63, and 65 licenses. In addition to his work at Davenport & Co. LLC, Edward is a member of the Board of Managers of Consutech LLC, a manufacturing company.
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
01/16/1997 - Present
Davenport & Co. LLC (RICHMOND VA)
NA
09/26/1978 - 07/26/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/23/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 02/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1982
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 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/29/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1978
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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