Richard DavenportCRD Number: 3026532
Current Firm: Lakeshore Financial Planning Inc.
Richard Davenport (CRD# 3026532) is an Investment Advisor Representative working at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI and has over 24 years of experience in the finance industry.
Lpl Financial LLC
Strategic Blueprint, LLC
Esi Financial Advisors
|Lakeshore Financial Planning, Inc.||Saint Clair Shores, MI||Oct 2018 - Current||3|
|Raymond James Financial Advisors, Inc.||St Clair Shores, MI||Oct 2010 - Oct 2018||8|
|Raymond James Financial Services, Inc.||St Clair Shores, MI||Jan 1999 - Oct 2018||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management355MILLIONS
Total Number of Accounts1,146ACCOUNTS
Average Account Value$309,872
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, MI, NH, OH, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.