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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Coogan Bennett is a financial advisor with over 10 years of experience in the industry. Kevin Coogan Bennett is currently registered with Davenport & Co. LLC and has been with the firm since July 2016. Previously, Kevin Coogan Bennett was registered with CRT Capital Group LLC and Sterne, Agee & Leach, Inc. Kevin Coogan Bennett is a Chartered Financial Analyst (CFA) and holds FINRA Series 7, 86, 87 and SIE licenses. Kevin Coogan Bennett specializes in working with high-net-worth individuals, families, and institutions.
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
07/19/2016 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
04/20/2015 - 06/29/2016
CRT CAPITAL GROUP LLC (Richmond VA)
VA
10/05/2011 - 04/20/2015
STERNE, AGEE & LEACH, INC. (RICHMOND VA)
VA
10/03/2007 - 10/03/2011
DAVENPORT & COMPANY LLC (RICHMOND VA)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/15/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2007
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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