Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Roller Shipplett has been in the financial industry for over 38 years and is currently registered as a broker-dealer and an investment advisor representative. He has worked with several firms, including Scott & Stringfellow, BB&T Securities, Truist Investment Services, and currently Davenport & Company LLC. Henry is a highly experienced financial professional with a strong track record of success. He holds several licenses and certifications, including the Series 7, Series 63, and Series 65. He is also a registered representative in 36 states. His experience is diverse and includes working with individuals, businesses, and institutions. Henry offers a variety of financial planning and investment management services. He is dedicated to helping clients achieve their financial goals.
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
11/06/2024 - Present
Davenport & Co. LLC (Staunton VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (STAUNTON VA)
VA
04/27/1985 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 06/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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