Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Townsend Taylor is an investment advisor representative at Davenport & Co. LLC. Ralph has been in the industry since 2006 and has been with Davenport & Co. LLC since 2014. Prior to that, Ralph worked at MetLife Securities Inc., Park Avenue Securities LLC, and Securian Financial Services, Inc. Ralph has a combined experience of over 17 years in the financial industry and has passed the Series 7, 52, 50 and SIE exams. Ralph also holds the Series 66 license. Davenport & Co. LLC is a registered investment adviser with the SEC. The firm offers a wide range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Ralph's areas of specialization include but are not limited to asset allocation, investment strategies, retirement planning, and college savings planning.
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
10/20/2014 - Present
Davenport & Co. LLC (Richmond VA)
VA
01/15/2014 - 10/23/2014
METLIFE SECURITIES INC. (RICHMOND VA)
VA
10/22/2013 - 01/31/2014
PARK AVENUE SECURITIES LLC (RICHMOND VA)
VA
10/01/2012 - 08/29/2013
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
01/27/2006 - 09/14/2012
DAVENPORT & COMPANY LLC (RICHMOND VA)
BOTH
Issued 08/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/11/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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