Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Ray Crockett is an Investment Advisor Representative with Davenport & Co. Llc. Holly has been in the industry since 1987 and has held registrations with several other firms prior to joining Davenport & Co. Llc in 2015. Holly is registered in Virginia and Florida. Holly specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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
04/06/2015 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
06/01/2009 - 04/22/2015
MORGAN STANLEY (RICHMOND VA)
VA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT NEWS VA)
VA
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (NEWPORT NEWS VA)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
07/22/1987 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
IA
Issued 09/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1987
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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