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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean James Allburn is a financial advisor at Davenport & Co. LLC. Sean has been in the industry since 1995, specializing in investment advice and portfolio management for individuals, businesses, and investment companies. Sean holds several licenses and certifications, including Series 7, Series 24, Series 31, and Series 63 and 65. Davenport & Co. LLC is a registered investment advisor with over $19 billion in assets under management and serves a range of clients including individuals, high-net-worth individuals, families, businesses, and institutions. Sean is dedicated to providing personalized financial advice and investment management services to help clients reach their financial goals.
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
11/08/2002 - Present
Davenport & Co. LLC (WILLIAMSBURG VA)
MO
10/01/1999 - 11/18/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
05/17/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 07/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1995
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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