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George Askew

44 Years of Experience
Williamsburg, VA
1 DisclosureBroker

George Askew is a registered investment advisor at Davenport & Company LLC, based in Williamsburg, VA, with 44 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 16,512 clients with $22B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
332 advisors
Number of Clients
16,512 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$22.5B

Fee Structure

Minimum Investment:$25K

Davenport offers several investment management programs with different fee structures. Some programs have a wrap fee that bundles investment advice, custody, and brokerage services. Others charge fees based on assets under management, plus commissions on trades. The exact fees vary depending on the program you choose and the amount you invest. Some programs are no longer offered to new clients. Fees are generally billed quarterly, either in advance or after the fact. Some programs are only available on a wrap fee basis, while others are only available on a fee and/or commission basis.

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Location

5400 Discovery Park Blvd, Suite 301, Williamsburg, VA, 23188-2882

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1987
Settled
Employment History
Current Registrations
Davenport & Company LLC
January 1997 - Present · 29 yrs 4 mos
Davenport & Company LLCBroker
May 1990 - Present · 36 yrs
Previous Registrations
Wheat, First Securities, INC.Broker
December 1989 - May 1990 · 5 mos
Shearson Lehman Hutton INC.Broker
December 1988 - January 1990 · 1 yr 1 mo
The Robinson-Humphrey Company INC.Broker
September 1988 - December 1988 · 3 mos
F.N. Wolf & CO., INC.Broker
May 1988 - September 1988 · 4 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
September 1981 - February 1987 · 5 yrs 5 mos
State Registrations31 states
ALAZCACOCTFLGAIDILINKSKYMAMDMONCNENHNJNMNYOHOKORPASCTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
George Askew - Financial Advisor | TrueAdvisor