John Wallin, financial advisor White Stone VA
93 score

John Wallin

CRD Number: 1216162
Current Firm: Davenport & Company LLC

John Wallin (CRD# 1216162) is an Investment Advisor Representative working at Davenport & Company LLC in White Stone, VA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Davenport & Company, LLC White Stone, VA Sep 2011 - Current 5
Bay Trust Company Kilmarnock, VA Aug 2006 - Aug 2011 5
State Corporation Commission Richmond, VA Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Nov 1999
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for John B. Wallin
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
93
Clean Record
This advisor has a clean track record with regulators.

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