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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Avery is a financial advisor with Davenport & Co. LLC, a firm with offices in Richmond, VA. Jacqueline Avery has over 20 years of experience in the financial services industry. She has a Series 7, 63, and 66 license as well as a Series 65 license. She is also registered with the state of Virginia. Jacqueline Avery provides financial advice to individuals, families, and businesses. She specializes in financial planning, portfolio management, and investment advice. Her firm provides a wide range of investment services, including investment management, financial planning, and retirement planning.
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
09/26/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/05/1999 - 04/01/2004
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
12/07/1998 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BOTH
Issued 11/01/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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