Colin May, financial advisor Richmond VA

Colin May

CRD Number: 6921351
Current Firm: Davenport & Company LLC

Colin May (CRD# 6921351) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 5 years of experience in the finance industry. Colin May has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Davenport & Company LLC
Professional Designations
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
Contact Info for Colin M. May
Phone Number: 804-780-2000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    16,588
    MILLIONS
  • Total Number of Accounts
    20,311
    ACCOUNTS
  • Average Account Value
    $816,704
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)
  • 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, WY

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