Aric Norman Wagner

Davenport & Company LLC

33 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning

Davenport & Company LLC

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

Location

904 Princess Anne Street, Suite 102, Fredericksburg, VA, 22401-5801

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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.

Employment History

Current Registrations

Davenport & Company LLC

January 1997 - Present · 29 yrs 1 mo

Davenport & Company LLCBroker

May 1994 - Present · 31 yrs 9 mos

Previous Registrations

Wheat, First Securities, INC.Broker

August 1992 - May 1994 · 1 yr 9 mos

State Registrations35 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.