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Janett Yvonne Southall

Davenport & Co. LLC

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About Janett Yvonne Southall

Janett Yvonne Southall is a registered representative with Davenport & Co. LLC. Janett has over 30 years of experience in the financial services industry. She specializes in providing investment advice and portfolio management services to individual investors, high-net-worth individuals, families, trusts, charitable organizations, pension plans, and corporations. Janett holds a Series 7, Series 11, and Series 63 license. She is also a registered representative in Virginia. Janett's primary office is located in FARMVILLE, VA.

Firm Information

Janett Southall is currently registered with Davenport & Co. LLC. Davenport & Co. LLC is a Limited Liability Company formed in 1997 and headquartered in Richmond, Virginia. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, pension and profit-sharing plans, and pooled investment vehicles. The firm has over 300 investment adviser representatives and manages approximately $19.3 billion in regulatory assets under management.
Davenport & Co. LLC

ONE JAMES CENTER

RICHMOND, VA 23219

$19.33B

Assets Under Management

73

Total Clients

346

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

12b-1 fees and/or shareholder servicing fees

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Janett Southall’s Registration & Firm History

VA

07/19/1993 - Present

Davenport & Co. LLC (FARMVILLE VA)

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Licenses & Designations

BC

Issued 07/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/1996

Series 7 - General Securities Representative Examination

BC

Issued 05/15/1992

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Janett Yvonne Southall.
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