Glen Davenport, financial advisor Castro Valley CA

Glen Davenport

CRD Number: 4834813
Current Firm: Davenport Wealth Advisors

Glen Davenport (CRD# 4834813) is an Investment Advisor Representative working at Davenport Wealth Advisors in Castro Valley, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Davenport Wealth Advisors Castro Valley, CA Sep 2015 - Current 8
Rnp Advisory Services, Inc. Castro Valley, CA Jan 2009 - Jan 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Glen J. Davenport
Phone Number: (510) 537-8119
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $135,503
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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