Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Randolph Barksdale has been an active advisor in the financial industry since November 1980. William is currently registered as a registered representative and an investment advisor representative with Davenport & Co. LLC. William has a diverse range of certifications and has been a successful financial professional for over 40 years. William has held numerous positions within the financial industry, including positions at Scott & Stringfellow, Inc., and Horner, Barksdale & Co. William has extensive experience in portfolio management for businesses and individuals, financial planning and investment management. William is a licensed securities professional and has experience with numerous securities products and services. Davenport & Co. LLC is a leading financial services firm dedicated to providing a wide range of financial services to individuals, families, and institutions.
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
09/02/1997 - Present
Davenport & Co. LLC (LYNCHBURG VA)
VA
08/08/1984 - 08/25/1997
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NA
12/01/1980 - 09/19/1984
HORNER, BARKSDALE & CO.
IA
Issued 12/17/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/05/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/12/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1980
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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