Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lawrence Allen is a financial advisor with Davenport & Co. LLC, a firm headquartered in Richmond, VA. Matthew has been working in the financial services industry since June 2018. Prior to joining Davenport & Co. LLC, Matthew was employed by RBC Capital Markets, LLC, Truist Investment Services, Inc., and BB&T Securities, LLC. Matthew holds the Series 99 and SIE licenses. Matthew is a registered representative of Davenport & Co. LLC.
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
06/20/2023 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
02/04/2022 - 06/29/2023
RBC CAPITAL MARKETS, LLC (RICHMOND VA)
VA
02/17/2021 - 01/31/2022
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
06/18/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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