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John William Rader

Davenport & Co. LLC

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About John William Rader

John William Rader is a financial advisor with Davenport & Co. LLC. John has been in the financial services industry since November 20, 1984. John has experience in the financial services industry with previous experience at LPL Financial LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, First Union Securities, Inc. and First Union Capital Markets Corp. John is a licensed securities agent and a registered principal. John's firm provides financial planning, portfolio management for individuals, businesses, and investment companies. John holds Series 7, 24 and 63 licenses.

Firm Information

John Rader 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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John Rader’s Registration & Firm History

VA

09/28/2016 - Present

Davenport & Co. LLC (ROANOKE VA)

VA

07/23/2010 - 09/29/2016

LPL FINANCIAL LLC (DALEVILLE VA)

VA

06/01/2009 - 08/16/2010

MORGAN STANLEY SMITH BARNEY (DALEVILLE VA)

VA

05/23/2000 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (DALEVILLE VA)

MO

10/01/1999 - 06/05/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

11/21/1984 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 02/28/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for John William Rader. Review regulatory record here.
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