James Diersen, financial advisor Virginia Beach VA
90 score

James Diersen

CRD Number: 6131414
Current Firm: Davenport & Company LLC

James Diersen (CRD# 6131414) is an Investment Advisor Representative working at Davenport & Company LLC in Virginia Beach, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Davenport & Company LLC Virginia Beach, VA Apr 2016 - Current < 1
Bank Of America, N.a. Virginia Beach, VA Apr 2013 - Apr 2016 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach, VA Oct 2012 - Apr 2016 3
Springleaf Financial Services Louisa, VA Jun 2008 - Oct 2012 4
Gumbys Pizza Blacksburg, VA Oct 2006 - Jun 2008 1
Virginia Tech Blacksburg, VA Aug 2004 - May 2008 3
Oceana Commissary Virginia Beach, VA Sep 2003 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for James F. Diersen
Phone Number: 804-780-2000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    8,441
    MILLIONS
  • Total Number of Accounts
    13,667
    ACCOUNTS
  • Average Account Value
    $617,605
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)
  • Publication of periodicals or newsletters
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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