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Reynolds Lynch

38 Years of Experience
Roanoke, VA
Broker

Reynolds Lynch is a registered investment advisor at Davenport & Company LLC, based in Roanoke, VA, with 38 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

10 Franklin Road SE Suite 450, Roanoke, VA, 24011

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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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Employment History
Current Registrations
Davenport & Company LLC
November 2015 - Present · 10 yrs 6 mos
Davenport & Company LLCBroker
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2013 - November 2015 · 2 yrs 10 mos
Bb&t Securities, LLC
January 2013 - November 2015 · 2 yrs 10 mos
Scott & Stringfellow, LLCBroker
May 1999 - January 2013 · 13 yrs 8 mos
Scott & Stringfellow, LLC
April 1992 - January 2013 · 20 yrs 9 mos
Scott & Stringfellow, INC.Broker
May 1987 - May 1999 · 12 yrs
State Registrations26 states
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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.