Eric Davenport, financial advisor Kirkland WA
89 score

Eric Davenport

CRD Number: 6268632
Current Firm: Strategic Wealth Management Inc.

Eric Davenport (CRD# 6268632) is an Investment Advisor Representative working at Strategic Wealth Management Inc. in Kirkland, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Management, Inc. Kirkland, WA Nov 2012 - Current 3
Moving / Unemployed Turner, OR Oct 2012 - Oct 2012 < 1
Nooksack Indian Tribe Deming, WA Apr 2011 - Oct 2012 1
Eric Davenport Consulting Kingston, WA Oct 2010 - Apr 2012 1
U.s. Census Bureau Bothell, WA Jan 2009 - Sep 2010 1
Eric Davenport Consulting Renton, WA Feb 2000 - Jan 2009 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Eric R. Davenport
Phone Number: 425-250-7600
Firm Website:
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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