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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Lynne McMillan is a financial advisor with Davenport & Co. LLC. She is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 1994. Kimberley Lynne McMillan works with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. She specializes in investment management, financial planning, and retirement planning. Kimberley Lynne McMillan is registered to provide investment advice in Virginia and Texas. Prior to joining Davenport & Co. LLC, Kimberley Lynne McMillan worked at A. G. EDWARDS & SONS, INC. and OLDE DISCOUNT CORPORATION.
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
01/13/1999 - Present
Davenport & Co. LLC (NORFOLK VA)
MO
06/08/1995 - 12/05/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MI
09/29/1994 - 05/11/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/1994
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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