Julia Beck is a CFP-designated registered investment advisor at Davenport & Company LLC, based in Norfolk, VA, with 42 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
One World Trade Center, 101 W. Main Street Suite 4000, Norfolk, VA, 23510-1624
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Julia is the treasurer for The King's Daughters, a fundraising organization for CHKD, where she manages the checkbook, collects dues, pays bills, and handles accounting for fundraisers. She spends minimal time on this activity.
Employment History
Current Registrations
Davenport & Company LLCBroker
Davenport & Company LLC
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Nationsbanc Investments, INC.Broker
NationssecuritiesBroker
Nationsbanc Securities, INC.Broker
Nationsbanc Capital Markets, INC.Broker
Sovran Investment CorporationBroker
E. F. Hutton & Company INCBroker
Paine, Webber, Jackson & Curtis INC.Broker
Paine, Webber, Jackson & Curtis INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations17 states
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.