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Glen Jared Davenport

Davenport Wealth Advisors

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About Glen Jared Davenport

Glen Davenport is an Investment Advisor Representative with Davenport Wealth Advisors in Castro Valley, CA. Glen has been working in the financial industry since 2005 and holds a Series 7, 63, and 65 licenses. Glen is also a licensed insurance agent. The firm specializes in providing financial planning and portfolio management services to individuals. The firm has a total of 173 clients with assets under management of approximately $23.4 million.

Firm Information

Glen Davenport is currently registered with Davenport Wealth Advisors. Davenport Wealth Advisors is a Registered Investment Advisor with one licensed agent. They manage approximately $23,442,009 in regulatory assets under management across 173 accounts. They provide financial planning and portfolio management services to individuals and high net worth individuals.

$23.44M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glen Davenport’s Registration & Firm History

CA

09/16/2015 - Present

Davenport Wealth Advisors (CASTRO VALLEY CA)

CA

11/09/2006 - 01/14/2009

EPLANNING SECURITIES, INC. (CASTRO VALLEY CA)

CA

03/30/2006 - 11/01/2006

QA3 FINANCIAL CORP. (CASTRO VALLEY CA)

CA

03/23/2005 - 03/30/2006

GREAT NORTHERN FINANCIAL SECURITIES, INC. (CASTRO VALLEY CA)

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Licenses & Designations

IA

Issued 04/06/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glen Jared Davenport.
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