Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Davenport is a financial advisor registered with KPP Advisory Services LLC. Robert Davenport is also a registered investment advisor representative with KPP Advisory Services LLC. Robert Davenport has been in the industry since November 1989 and has experience in providing financial planning, investment advice, and portfolio management services to individuals and businesses. Robert Davenport is also experienced in fixed annuities, life insurance, and long term care insurance. Robert Davenport specializes in providing financial advice to high-net-worth individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
KY
10/06/2017 - Present
KPP Advisory Services LLC (LOUISVILLE KY)
KY
06/01/2005 - 12/01/2006
NEW ENGLAND SECURITIES (LOUISVILLE KY)
NY
11/30/1989 - 05/31/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/30/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 05/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Davenport is the right advisor for you? Invested Better is here to help.
