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Thomas Yunsang Cho

Davenport & Co. LLC

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About Thomas Yunsang Cho

Thomas Yunsang Cho is a registered investment advisor representative with Davenport & Co. LLC. Thomas has been in the securities industry since 1989. Thomas is registered in multiple states and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals, businesses, and investment companies. Thomas is also a member of the Finance Committee at Queens Lake Community and Treasurer for Luke Messick Futbol Charities, Inc. Thomas is a valuable member of the Davenport & Co. LLC team and is committed to helping clients achieve their financial goals.

Firm Information

Thomas Cho is currently registered with Davenport & Co. LLC. Davenport & Co. LLC is a Limited Liability Company formed in 1997 and headquartered in Richmond, Virginia. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, pension and profit-sharing plans, and pooled investment vehicles. The firm has over 300 investment adviser representatives and manages approximately $19.3 billion in regulatory assets under management.
Davenport & Co. LLC

ONE JAMES CENTER

RICHMOND, VA 23219

$19.33B

Assets Under Management

73

Total Clients

346

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

12b-1 fees and/or shareholder servicing fees

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Thomas Cho’s Registration & Firm History

VA

11/14/2003 - Present

Davenport & Co. LLC (Kilmarnock VA)

MD

05/14/1991 - 11/14/2003

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

04/22/1991 - 05/14/1991

LEGG MASON WOOD WALKER, INCORPORATED

NA

05/23/1989 - 04/22/1991

F.N. WOLF & CO., INC.

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Licenses & Designations

IA

Issued 12/14/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/05/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Thomas Yunsang Cho. Review regulatory record here.
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