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Raymond Eugene Gay

Investment adviser representative at Davenport & Company LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$24.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

19 years in the industry.

  1. Davenport & Company LLCSep 2021 to now
  2. Fiduciary Wealth Management, LLCMar 2019 to Sep 2021
  3. LPL Financial, LLCJan 2017 to Mar 2019
  4. Private Advisor Group, LLCJan 2017 to Mar 2019
  5. Capfinancial Securities, LLCSep 2015 to Jan 2017
  6. Pensionmark Financial Group, LLC Dba/ Rogers FinancialSep 2015 to Jan 2017
  7. Rogers FinancialJul 2007 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008
  • Series 63 · Uniform Securities Agent State Law2021

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Davenport & Company LLC

$24.7BAssets managed
17,724Clients
339Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5011693
Firm CRD
1588
Advisor's SEC record (opens in a new tab)
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