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David Love

37 Years of Experience
Suffolk, VA
2 DisclosuresBroker

David Love is a registered investment advisor at Davenport & Company LLC, based in Suffolk, VA, with 37 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

330 West Constance Road, Suite 200, Suffolk, VA, 23434-4967

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History

Regulatory History (2)
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
May 2008
Closed-No Action
Customer Dispute
September 2007
Settled
Other Business Activities

David is a silent partner in Suffolk Investments, LLC, a real estate investment partnership. He also serves as a board member for the YMCA and the Suffolk Center for Cultural Arts, dedicating minimal time to each.

Employment History
Current Registrations
Davenport & Company LLC
November 2011 - Present · 14 yrs 6 mos
Davenport & Company LLCBroker
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Scott & Stringfellow, LLC
March 2005 - October 2011 · 6 yrs 7 mos
Scott & Stringfellow, LLCBroker
May 1999 - October 2011 · 12 yrs 5 mos
Scott & Stringfellow, INC.Broker
January 1989 - May 1999 · 10 yrs 4 mos
F.N. Wolf & CO., INC.Broker
August 1988 - December 1988 · 4 mos
State Registrations28 states
ALCACTDCDEFLGAILINMAMDMIMOMSMTNCNHNJNYOHORPASCTNTXUTVAWA
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.