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Anne Reece Mcveigh

25 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
325 advisors
Number of Clients
16,512 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$22.5B

Fee Structure

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Location

1104 Commerce St., P.O. Box 570, Lynchburg, VA, 24504

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Anne is a member of the Board of Trustees for Westminster Canterbury Retirement Home, dedicating minimal time to attending board meetings. She is also involved with Lynchburg Estate Planning, spending minimal time per month on this investment-related activity.

Employment History
Current Registrations
Davenport & Company LLCBroker
November 2016 - Present · 9 yrs 3 mos
Davenport & Company LLC
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - November 2016 · 7 yrs 5 mos
Morgan Stanley
June 2009 - November 2016 · 7 yrs 5 mos
Citigroup Global Markets INC.
July 2007 - June 2009 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
February 2007 - June 2009 · 2 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
February 1993 - September 1994 · 1 yr 7 mos
Cs First Boston CorporationBroker
August 1985 - August 1990 · 5 yrs
State Registrations20 states
ARAZCACOFLGAIDINLAMDNCNJNYOHPARITXVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.