John Davenport, financial advisor Bakersfield CA
34 score

John Davenport

CRD Number: 1448999
Current Firm: Liberty Partners Capital Management, LLC

John Davenport (CRD# 1448999) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Bakersfield, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Liberty Partners Capital Management, LLC Bakersfield, CA Oct 2016 - Current 1
Liberty Partners Financial Services, LLC Bakersfield, CA Oct 2016 - Current 1
Liberty Partners Capital Management, LLC Bakersfield, CA Oct 2016 - Current 1
Securities America, Inc. Norwalk, CT May 2014 - Oct 2016 2
Securities America Advisors, Inc. Norwalk, CT May 2014 - Oct 2016 2
Fsc Securities Corporation Norwalk, CT Nov 2012 - May 2014 1
The Retirement Group LLC San Diego, CA Nov 2012 - Nov 2013 1
Sii Investments, Inc. White Plains, NY Jan 2007 - Nov 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S65 NASAA Investment Advisors Law Examination Apr 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for John F. Davenport
Phone Number: 6616310103
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    809
    ACCOUNTS
  • Average Account Value
    $124,343
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

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BADGES
34

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