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KP
CFP · ChFC
KP
CFP · ChFC

Kristina Palangi

Davenport & Company LLC
18 Years of Experience
Richmond, VA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Kristina Palangi is a CFP, ChFC-designated registered investment advisor at Davenport & Company LLC, based in Richmond, VA, with 18 years of industry experience. Kristina 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

One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA, 23219

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2024
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Davenport & Company LLC
February 2025 - Present · 1 yr 8 mos
Davenport & Company LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - February 2025 · 4 yrs
Truist Advisory Services, INC.
February 2021 - February 2025 · 4 yrs
Bb&t Securities, LLC
April 2019 - February 2021 · 1 yr 10 mos
Bb&t Securities, LLCBroker
April 2019 - February 2021 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - April 2019 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - April 2019 · 3 yrs 8 mos
Sterne Agee Asset Management, INC.
May 2014 - July 2015 · 1 yr 2 mos
Sterne, Agee & Leach, INC.Broker
December 2013 - July 2015 · 1 yr 7 mos
Morgan StanleyBroker
September 2012 - December 2013 · 1 yr 3 mos
Morgan Stanley
September 2012 - December 2013 · 1 yr 3 mos
Hightower Securities, LLCBroker
September 2011 - July 2012 · 10 mos
Hightower Advisors, LLC
September 2011 - July 2012 · 10 mos
UBS Financial Services INC.
September 2010 - September 2011 · 1 yr
UBS Financial Services INC.Broker
May 2008 - September 2011 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - May 2008 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - May 2008 · 6 mos
State Registrations43 states
ALARAZCACOCTDCFLGAHIIDILINKSKYLAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV
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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