Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Risa? Claim Your ProfileRisa Gomez is a financial advisor with Davenport & Co. LLC, a firm that has been in business for over 100 years and has a strong reputation for providing investment advice and wealth management services. Risa has over 20 years of experience in the financial services industry. Before joining Davenport & Co. LLC, Risa was a financial advisor with Wells Fargo Advisors Financial Network, LLC, and SMH Capital Inc. Risa holds the Series 7 and Series 66 licenses. Risa is a dedicated professional who is passionate about helping clients achieve their financial goals. Risa specializes in providing financial advice 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
04/04/2011 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
11/25/2009 - 12/14/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GLEN ALLEN VA)
VA
09/25/2008 - 01/22/2009
SMH CAPITAL INC. (RICHMOND VA)
VA
08/23/2004 - 05/02/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (RICHMOND VA)
VA
01/31/2003 - 03/16/2004
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
11/02/1999 - 02/25/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1999
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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