David Pierce, financial advisor Fredericksburg VA
93 score

David Pierce

CRD Number: 1191889
Current Firm: Davenport & Company LLC

David Pierce (CRD# 1191889) is an Investment Advisor Representative working at Davenport & Company LLC in Fredericksburg, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
#ia Davenport & Company LLC Fredericksburg, VA Feb 2002 - Current 14
Davenport & Company LLC Fredericksburg, VA Jun 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for David M. Pierce
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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