Thomas Russell Branch
Investment adviser representative at Davenport & Company LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Davenport & Company LLCJan 2018 to now
- Costar GroupNov 2016 to Dec 2017
- Specialty Coating and LaminatingMay 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6899227
- Firm CRD
- 1588