AP
AP

Avrom Posner

45 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning
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

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Location

600 E. Water Street, Charlottesville, VA, 22901

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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

Avrom owns rental property in Florida, rented through Airbnb and VRBO. He dedicates minimal time to this activity during both business and non-business hours.

Employment History
Current Registrations
Davenport & Company LLC
January 1997 - Present · 29 yrs 1 mo
Davenport & Company LLCBroker
July 1987 - Present · 38 yrs 7 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
November 1980 - July 1987 · 6 yrs 8 mos
State Registrations31 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Avrom Posner - Financial Advisor | TrueAdvisor