Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Hall is a registered investment advisor representative with Davenport & Co. LLC. Heather has been in the financial services industry since 2003. Heather is licensed in several states including Texas, Virginia, and others. Heather holds the Series 65, Series 63, Series 24, Series 10, Series 9, and Series 7 licenses. Heather is committed to providing her clients with financial advice and guidance.
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
11/15/2013 - Present
Davenport & Co. LLC (WILLIAMSBURG VA)
IA
Issued 11/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2003
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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