Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herbert? Claim Your ProfileHerbert Foreman Hargroves is a registered investment advisor with Davenport & Co. LLC. Herbert has been working in the financial services industry since 1988. He is licensed to provide investment advice in a number of states, including Virginia, California, Colorado, Florida, Georgia, Maryland, Massachusetts, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas. Herbert holds the Series 63, 65, 7, 24 and SIE licenses, and has earned the designation of . Herbert has previously worked at Crest ar Securities Corporation and Davenport & Co. of Virginia, Inc.. Davenport & Co. LLC has a wide range of client types, including individuals, businesses, high-net-worth individuals, charitable organizations, pooled investment vehicles, and more. The firm offers a variety of investment services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Davenport & Co. LLC has a total of 20,878 client accounts with $19,332,677,961 in assets under management.
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
09/29/2020 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
04/03/1993 - 06/30/1998
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
VA
05/08/1989 - 12/15/1991
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
04/23/1987 - 12/16/1988
DAVENPORT & CO. OF VIRGINIA, INC.
IA
Issued 09/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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