Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Francis Mizell is a registered investment advisor representative with Davenport & Co. LLC. Robert has been in the financial services industry since June 21, 1988. Robert has a Series 7, Series 24, Series 27, Series 39, Series 63 and Series 65 securities license. Robert has several product exams including the Series 22TO, Series 79TO, Series 99TO and the SIE. Robert specializes in investment banking, portfolio management, and financial planning services. Robert is also a Chartered Financial Analyst. Robert has been with Davenport & Co. LLC since May 1988. Davenport & Co. LLC is an investment advisory firm registered with the Securities and Exchange Commission. Davenport & Co. LLC has approximately $19.33 Billion in assets under management.
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
01/16/1997 - Present
Davenport & Co. LLC (RICHMOND VA)
IA
Issued 02/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/16/1994
Series 24 - General Securities Principal Examination
BC
Issued 09/26/1990
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
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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