Unclaimed
Mark Varner is an investment advisor representative with Davenport & Co. LLC. Mark has been in the financial services industry since 1983. Mark is registered with the states of Virginia and Texas. Davenport & Co. LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides investment advisory services to individuals, corporations, businesses, pooled investment vehicles, investment companies, pension and profit sharing plans, charitable organizations, and other investment advisors. The firm's services include financial planning, portfolio management, pension consulting, and educational seminars. The firm charges fees for its services.
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
01/16/1997 - Present
Davenport & Co. LLC (CHARLOTTESVILLE VA)
NA
10/20/1983 - 01/19/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
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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