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Robert Styles Davenport

Farther

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About Robert Styles Davenport

Robert Styles Davenport is an investment advisor representative at Farther with over 20 years of experience in the financial services industry. Robert has experience providing financial planning and portfolio management services for individuals, families, and businesses. He is also a registered investment advisor representative in Nevada and Texas. Prior to joining Farther, Robert worked at Girard Securities, Inc., ING Financial Partners, Inc., and MML Investors Services, Inc. Robert has a strong commitment to helping clients reach their financial goals.

Firm Information

Robert Davenport is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Davenport’s Registration & Firm History

NV

10/08/2023 - Present

Farther (Las Vegas NV)

NV

10/31/2008 - 10/23/2017

GIRARD SECURITIES, INC. (LAS VEGAS NV)

NV

07/25/2003 - 11/05/2008

ING FINANCIAL PARTNERS, INC. (LAS VEGAS NV)

MA

08/02/1994 - 07/24/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 12/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2001

Series 7 - General Securities Representative Examination

BC

Issued 08/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Robert Styles Davenport. Review regulatory record here.
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