Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy White Griffin is a registered representative with Davenport & Co. LLC and has been in the securities industry since June 8, 2011. Kathy is a Series 7, Series 99 and SIE licensed professional. Kathy's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, financial planning, and pension consulting. Kathy has been with Davenport & Co. LLC in Richmond, VA since April 19, 2017. Kathy also worked at Davenport & Company LLC from September 2, 1999 until July 12, 2005.
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
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2
VA
04/19/2017 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
09/02/1999 - 07/12/2005
DAVENPORT & COMPANY LLC (RICHMOND VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2017
Series 99 - Operations Professional Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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