Raymond Gay is a CFP-designated registered investment advisor at Davenport & Company LLC, based in Harrisonburg, VA, with 20 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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.
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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.