Olivia CombsCRD Number: 7132221
Current Firm: Davenport & Company LLC
Olivia Combs (CRD# 7132221) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 2 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Mutual Of Omaha Investor Services, Inc.
Eagle Strategies LLC
|Davenport & Company LLC||Roanoke, VA||Oct 2020 - Current||2|
|Wells Fargo Clearing Services, LLC||Abingdon, VA||May 2019 - Oct 2020||1|
|Washington County Virginia Public Schools||Abingdon, VA||Aug 2003 - May 2019||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management20,826MILLIONS
Total Number of Accounts19,784ACCOUNTS
Average Account Value$1,052,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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