Colin May (CRD# 6921351) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 6 years of experience in the finance industry. Colin May has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Davenport & Company LLC | Richmond, VA | Dec 2018 - Current | 5 |
T. Rowe Price | Owings Mills, MD | Jan 2018 - Dec 2018 | < 1 |
Lynchburg College | Lynchburg, VA | Aug 2013 - Dec 2017 | 4 |
Reel Inn Restaraunt And Dock Bar | Ocean City, MD | Jun 2015 - Aug 2017 | 2 |
Higgins Crab House | Ocean City, MD | Jun 2013 - Aug 2016 | 3 |
University Of Maryland-college Park | College Park, MD | Sep 2014 - Dec 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2018 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- TX
- VA
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Total Assets Under Management19,333MILLIONS
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Total Number of Accounts20,878ACCOUNTS
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Average Account Value$925,983
- A percentage of assets under your management
- Hourly charges
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- 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)
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