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CFP

Byron Harrell

Davenport & Company LLC
24 Years of Experience
Virginia Beach, VA
Broker
View SEC Summary
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Byron Harrell is a CFP-designated registered investment advisor at Davenport & Company LLC, based in Virginia Beach, VA, with 24 years of industry experience. Byron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 17,724 clients with $25B in assets under management.

Davenport & Company LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
17,724 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$24.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5M+1.00%

Rates shown are for standard equity wrap fee programs. Fixed-income only accounts range from 0.40% to 0.20%. Other specialized programs and fee structures are available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA, 23452

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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

Byron is a board member at Ohef Shalom Synagogue. He spends a few hours per week on this activity outside of business hours and minimal time during business hours.

Employment History
Current Registrations
Davenport & Company LLCBroker
February 2009 - Present · 17 yrs 8 mos
Davenport & Company LLC
February 2009 - Present · 17 yrs 8 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - March 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
February 2006 - March 2009 · 3 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
October 2004 - February 2006 · 1 yr 4 mos
Legg Mason Wood Walker INC
October 2004 - February 2006 · 1 yr 4 mos
UBS Financial Services INC.
November 2002 - October 2004 · 1 yr 11 mos
UBS Financial Services INC.Broker
January 2002 - October 2004 · 2 yrs 9 mos
First Investors CorporationBroker
October 2000 - January 2001 · 3 mos
State Registrations36 states
ALARAZCACOCTDEFLGAIAILINKYLAMAMDMEMNMOMTNCNHNJNMNYOHOKORPASCTNTXVAWAWIWV
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.
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