Barclay Porter Freeman
Investment adviser representative at Davenport & Company LLC
8 yearsExperience
2 statesRegistered in
$24.7BFirm assets
49 yearsFirm in business
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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
8 years in the industry.
- Davenport & Company LLCAug 2021 to now
- Truist Advisory Services, Inc.Feb 2021 to Aug 2021
- Truist Investment Services, Inc.Feb 2021 to Aug 2021
- Bb&t SecuritiesMay 2020 to Aug 2021
- Troutman Sanders LLPAug 2018 to Apr 2020
- N/aJun 2018 to Jul 2018
- Bb&t SecuritiesJan 2018 to May 2018
- N/aJun 2017 to Dec 2017
- University of VirginiaAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6900708
- Firm CRD
- 1588