Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Rennie is a financial advisor with over 40 years of experience in the industry. James is currently registered with Davenport & Co. LLC, where he has been since 1991. James holds licenses in multiple states and has several industry certifications, including the Series 7, Series 63, Series 65, and SIE. James has previously been employed with WHEAT, FIRST SECURITIES, INC. in Charlotte, North Carolina. Davenport & Co. LLC provides advisory services for individuals, businesses, investment companies, pooled investment vehicles, and pension and profit-sharing plans.
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
01/22/1997 - Present
Davenport & Co. LLC (CHARLOTTESVILLE VA)
NC
04/01/1977 - 01/06/1992
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 03/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1977
PC - AMEX Put and Call Exam
BC
Issued 03/19/1977
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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