Unclaimed
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 registered Investment Advisor Representative in Connecticut. John has over 27 years of experience in the financial services industry and has been registered with the Securities and Exchange Commission (SEC) since 1994. John is currently affiliated with Davenport & Associates, Inc., where he provides investment advice to individuals and high-net-worth clients. John holds a Series 6, Series 7, Series 63, and Series 65 license. In addition to providing investment advice, John also owns and operates J. Davenport Legal LLC, an estate planning law firm, and LPBP Financial LLC, an insurance company. John's experience and expertise make him a valuable resource for clients seeking personalized financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
CT
10/13/2023 - Present
Davenport & Associates, Inc. (NORWALK CT)
CT
10/21/2016 - 03/14/2023
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (Norwalk CT)
CT
05/02/2014 - 10/25/2016
SECURITIES AMERICA, INC. (NORWALK CT)
CT
11/01/2012 - 05/08/2014
FSC SECURITIES CORPORATION (NORWALK CT)
CT
02/09/2007 - 11/14/2012
SII INVESTMENTS, INC. (NORWALK CT)
NY
05/20/2003 - 01/18/2007
ROYAL ALLIANCE ASSOCIATES, INC. (WHITE PLAINS NY)
NY
02/05/1999 - 05/27/2003
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
TX
10/02/1997 - 03/04/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
NY
12/24/1996 - 09/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/13/1995 - 01/04/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
06/06/1994 - 01/13/1995
DESCAP SECURITIES, INC. (NEW YORK NY)
NY
01/22/1988 - 11/29/1991
COLLEGE RETIREMENT EQUITIES FUND (NEW YORK NY)
NA
02/14/1986 - 08/07/1987
MONY SECURITIES CORP.
IA
Issued 03/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure John Davenport is the right advisor for you? Invested Better is here to help.
