Shelley Davenport is a registered investment advisor, based in Cedar Rapids, IA, with 35 years of industry experience.
Location
4201 42nd Street NE, Suite 100, Cedar Rapids, IA, 52402-7101
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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.
Learn about disclosures →Employment History
Current Registrations
Securities Management & Research, INC.Broker
March 2011 - Present · 15 yrs 4 mos
Berthel, Fisher & Company Financial Services, INC.Broker
January 2004 - Present · 22 yrs 6 mos
Berthel Fisher & Company Financial Services, INC.
January 2004 - Present · 22 yrs 6 mos
Previous Registrations
Intersecurities, INC.
October 1999 - December 2003 · 4 yrs 2 mos
Intersecurities, INC.Broker
January 1998 - December 2003 · 5 yrs 11 mos
Aegon USA Securities INC.Broker
October 1995 - April 1998 · 2 yrs 6 mos
American Express Financial Advisors INC.Broker
March 1991 - October 1995 · 4 yrs 7 mos
Ids Life Insurance CompanyBroker
March 1991 - October 1995 · 4 yrs 7 mos
State Registrations1 state
IA
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.