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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Davenport is a financial advisor with over 17 years of experience in the industry. John is currently registered with Invesco Advisers, Inc. John specializes in providing portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Previously, John was registered with UMB Distribution Services, LLC and Invesco Distributors, Inc. John has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. John holds the Series 6, 7, 24 and 65 licenses and the SIE designation.
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.
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.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
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.
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2
VA
12/21/2020 - Present
Invesco Advisers, Inc. (North Chesterfield VA)
WI
07/27/2020 - 11/12/2020
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
TX
10/13/2011 - 05/31/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
MD
02/23/2011 - 09/19/2011
RYDEX DISTRIBUTORS, LLC (ROCKVILLE MD)
VA
09/26/2007 - 02/23/2011
INVESTORS SECURITY COMPANY, INC. (RICHMOND VA)
VA
06/02/2003 - 07/31/2007
WACHOVIA SECURITIES, LLC (RICHMOND VA)
IA
Issued 07/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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