Thomas Watson
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 2022 to now
- UnemployedDec 2021 to Jan 2022
- Browngreer PlcJun 2020 to Dec 2021
- UnemployedMay 2020 to Jun 2020
- Trinity Irish PubNov 2017 to Apr 2020
- Elder, Watkins, & Friedman, PcMay 2017 to Aug 2017
- University of VirginiaAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
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
- 7061643
- Firm CRD
- 1588