Frank Wiseman, financial advisor Danville VA
93 score

Frank Wiseman

CRD Number: 1048624
Current Firm: Davenport & Company LLC

Frank Wiseman (CRD# 1048624) is an Investment Advisor Representative working at Davenport & Company LLC in Danville, VA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Davenport & Company LLC Danville, VA Apr 2009 - Current 7
Citigroup Global Markets Inc. Danville, VA Feb 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Frank D. Wiseman
Phone Number: 804-780-2000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    8,441
    MILLIONS
  • Total Number of Accounts
    13,667
    ACCOUNTS
  • Average Account Value
    $617,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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