Raymond Gay is a CFP-designated registered investment advisor at Davenport & Company LLC, based in Harrisonburg, VA, with 20 years of industry experience. Raymond 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $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
Location
21 Carpenter Lane, Suite 101, Harrisonburg, VA, 22801
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Regulatory History
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 →Other Business Activities
Raymond is a board member for New Creation VA, a retail/non-profit organization, providing oversight and assistance to the Executive Director. He dedicates minimal time to this volunteer position.
Employment History
Current Registrations
Davenport & Company LLCBroker
Davenport & Company LLC
Previous Registrations
Fiduciary Wealth Management, LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Capfinancial Securities, LLC.Broker
Pensionmark Financial Group, LLC
LPL Financial LLCBroker
Rogers Financial
Nrp Financial, INC.Broker
Securities America, INC.Broker
Nylife Securities LLCBroker
State Registrations23 states
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
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