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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Hardman Preston is an investment advisor representative with Davenport & Co. LLC, based in Richmond, Virginia. Julie has been in the securities industry since 1994 and has experience with various investment products and services. Julie specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Julie also offers financial planning and educational seminars. Davenport & Co. LLC offers advisory services to individuals, businesses, investment companies, and pooled investment vehicles. The firm's client base includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm's advisory services include financial planning, portfolio management, and pension consulting.
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
05/14/2009 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
04/11/1994 - 05/07/1997
DAVENPORT & COMPANY LLC (RICHMOND VA)
BOTH
Issued 05/06/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/13/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
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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