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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Winston Price is an investment advisor representative with Davenport & Co. LLC. Theodore has been in the securities industry since 1969. Theodore is licensed in 32 states and Washington, D.C. Theodore is a Chartered Financial Analyst. Davenport & Co. LLC is a Registered Investment Advisor with offices in Richmond, VA and Vero Beach, FL. The firm provides financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting.
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
02/01/2007 - Present
Davenport & Co. LLC (RICHMOND VA)
NC
05/09/2002 - 02/02/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
10/01/1999 - 04/26/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/27/1985 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
04/15/1969 - 04/01/1972
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 12/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1977
PC - AMEX Put and Call Exam
BC
Issued 04/11/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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