Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rutherford Moore is a financial advisor with Davenport & Co. LLC in RICHMOND, VA. James has been in the industry since 1991 and has been with Davenport & Co. LLC since 1998. James is registered with the state of Virginia as an Investment Advisor Representative. James holds the Series 63, 66 and 7 licenses. James also holds the SIE exam certification. James specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. James and Davenport & Co. LLC have a client base that includes high net worth individuals, charitable organizations, corporations, individuals, and investment companies.
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
05/13/1998 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
01/21/1986 - 08/04/1992
DAVENPORT & CO. OF VIRGINIA, INC. (RICHMOND VA)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
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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