Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard A. Henry is a financial professional with over 20 years of experience in the industry. Richard is currently registered with Davenport & Co. LLC in Williamsburg, VA. Previously, Richard was registered with Wachovia Securities, Inc. in St. Louis, MO. Richard holds the Series 7, Series 31, Series 63, and Series 66 securities licenses. Richard is also a registered investment advisor representative in Virginia. Richard is a highly experienced financial professional who can provide a wide range of financial services to individuals, families, and businesses.
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
07/18/2003 - Present
Davenport & Co. LLC (WILLIAMSBURG VA)
MO
05/17/2000 - 11/25/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 07/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/2000
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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