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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Frank Calliott is a financial advisor with Davenport & Co. LLC, based in Virginia Beach, VA. William has been in the financial industry since 1967. William is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in Montana and Virginia. William is also a Chartered Financial Analyst (CFA).
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
02/11/2009 - Present
Davenport & Co. LLC (VIRGINIA BEACH VA)
VA
02/21/2006 - 03/02/2009
CITIGROUP GLOBAL MARKETS INC. (VIRGINIA BEACH VA)
MD
04/05/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
VA
05/05/1999 - 04/06/2001
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
10/19/1989 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NA
03/19/1971 - 10/19/1989
INVESTMENT CORPORATION OF VIRGINIA
NA
12/27/1967 - 03/19/1971
INVESTMENT CORPORATION OF VIRGINIA
IA
Issued 03/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/05/1972
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1979
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 12/20/1967
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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