Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Brailsford is an investment advisor representative registered with Davenport & Co. LLC. Robert has been working in the financial services industry since 1986. Robert is registered in the state of Virginia as an investment advisor representative and in Texas as an investment advisor representative. Robert holds the following licenses: Series 63, Series 65, Series 7, and Series 8. Robert is also a Certified Financial Planner. Davenport & Co. LLC is a financial firm that offers a variety of financial services including financial planning, portfolio management, and pension consulting. The firm has over 200 licensed agents and manages over $19 billion in assets.
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
01/22/1997 - Present
Davenport & Co. LLC (ROANOKE VA)
NC
05/22/1986 - 06/26/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 02/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
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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