Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Johnstone is an Investment Advisor Representative at Davenport & Co. LLC. Francis has been in the industry since December 1998 and currently holds licenses in Virginia, Massachusetts, and North Carolina. Francis has a diverse client base that includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other investment companies. Francis's expertise includes portfolio management, financial planning, and pension consulting. They have a strong background in the financial industry, having held positions with Davenport & Co. LLC since January 1998.
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
06/22/1999 - Present
Davenport & Co. LLC (RICHMOND VA)
BOTH
Issued 01/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/25/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/09/1998
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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