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Credentials
Series 63, Series 65
Experience Industry experience
33 years
Location
Danville, VA 24540-5947
Davenport & Company LLC
Enterprise
Barry Riddle is a financial advisor at Davenport & Company LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a variety of advisory programs through dedicated portfolio manager teams and manages several mutual funds and fixed-income strategies.
Based on Davenport & Company LLC
Based on Davenport & Company LLC
Financial Planning fees maximums tiered: Single Topic Analysis up to $250, Tier 1 up to $500, Tier 2 up to $1,500, Tier 3 up to $3,000, Tier 4 up to $5,000, Tier 5 up to $10,000. Flat fees may be negotiated for Flexible Retirement Account Consulting and Investment Consulting Services.
$0 - $1,000,000: 1.50% (Wrap Fee - Core Leaders, Value & Income, Equity Opportunities, DavenportONE, Fixed Income, Blended Allocation) $1,000,000 - $5,000,000: 1.25% (Wrap Fee - Core Leaders, Value & Income, Equity Opportunities, DavenportONE, Fixed Income, Blended Allocation) $5,000,000+: 1.00% (Wrap Fee - Core Leaders, Value & Income, Equity Opportunities, DavenportONE, Fixed Income, Blended Allocation) $0 - $1,000,000: 0.40% (Wrap Fee Fixed-Income Only Accounts) $1,000,000 - $5,000,000: 0.30% (Wrap Fee Fixed-Income Only Accounts) $5,000,000+: 0.20% (Wrap Fee Fixed-Income Only Accounts) $0 - $1,000,000: 0.75% (Fee and/or Commission - Core Leaders, Value & Income, Equity Opportunities, Blended Allocation) $1,000,000 - $5,000,000: 0.50% (Fee and/or Commission - Core Leaders, Value & Income, Equity Opportunities, Blended Allocation) $5,000,000+: 0.30% (Fee and/or Commission - Core Leaders, Value & Income, Equity Opportunities, Blended Allocation) $0 - $1,000,000: 1.25% (Wrap Fee - ETFAdvisor and FundAdvisor) $1,000,000 - $5,000,000: 1.00% (Wrap Fee - ETFAdvisor and FundAdvisor) $5,000,000+: 0.75% (Wrap Fee - ETFAdvisor and FundAdvisor) $0 - $1,000,000: 1.50% (Wrap Fee - ManagerSelect) $1,000,000 - $5,000,000: 1.25% (Wrap Fee - ManagerSelect) $5,000,000+: 1.00% (Wrap Fee - ManagerSelect) $0 - $1,000,000: 2.50% (Wrap Fee - Flexible Managed Account I - Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.50% (Wrap Fee - Flexible Managed Account I - Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account I - Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 2.00% (Wrap Fee - Flexible Managed Account I - Open End Mutual Funds and Unit Investment Trusts) $1,000,000 - $5,000,000: 2.00% (Wrap Fee - Flexible Managed Account I - Open End Mutual Funds and Unit Investment Trusts) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account I - Open End Mutual Funds and Unit Investment Trusts) $0 - $1,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account II - Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Open End Mutual Funds and Unit Investment Trusts) $1,000,000 - $5,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Open End Mutual Funds and Unit Investment Trusts) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account II - Open End Mutual Funds and Unit Investment Trusts) $0 - $250,000: 1.50% (Wrap Fee - Portfolio Management Account) $250,000 - $1,000,000: 1.25% (Wrap Fee - Portfolio Management Account) $1,000,000 - $2,000,000: 1.00% (Wrap Fee - Portfolio Management Account) $2,000,000+: 0.75% (Wrap Fee - Portfolio Management Account) $0 - $250,000: 1.25% (Fee and/or Commission - Portfolio Management Account) $250,000 - $1,000,000: 1.00% (Fee and/or Commission - Portfolio Management Account) $1,000,000 - $2,000,000: 0.75% (Fee and/or Commission - Portfolio Management Account) $2,000,000+: 0.50% (Fee and/or Commission - Portfolio Management Account) $0 - $200,000: 0.50% (Fee and/or Commission - Portfolio Review) $200,000 - $1,000,000: 0.25% (Fee and/or Commission - Portfolio Review) $1,000,000+: 0.10% (Fee and/or Commission - Portfolio Review) $0+: 1.25% (Fee and/or Commission - Davenport Managed Assets Program) $0 - $1,000,000: 1.00% (Wrap Fee - Donor Advised Program Core Leaders, Value & Income, Equity Opportunities) $1,000,000+: 0.75% (Wrap Fee - Donor Advised Program Core Leaders, Value & Income, Equity Opportunities) $0+: 0.75% (Wrap Fee - Donor Advised Program FundAdvisor, ETFAdvisor, Charitable Allocation Strategies) $0 - $1,000,000: 0.40% (Wrap Fee - Donor Advised Program Fixed-Income Only Accounts) $1,000,000 - $5,000,000: 0.30% (Wrap Fee - Donor Advised Program Fixed-Income Only Accounts) $5,000,000+: 0.20% (Wrap Fee - Donor Advised Program Fixed-Income Only Accounts) $0 - $1,000,000: 0.50% (RetirementAdvisor Education & Service and Investment Advisory) $1,000,000 - $5,000,000: 0.35% (RetirementAdvisor Education & Service and Investment Advisory) $5,000,000+: 0.25% (RetirementAdvisor Education & Service and Investment Advisory) $0 - $2,000,000: 1.00% (Flexible Retirement Account Consulting standard asset based fee) $2,000,000 - $4,000,000: 0.75% (Flexible Retirement Account Consulting standard asset based fee) $4,000,000 - $5,000,000: 0.60% (Flexible Retirement Account Consulting standard asset based fee) $5,000,000+: 0.40% (Flexible Retirement Account Consulting standard asset based fee)
Fee and/or Commission (advance or arrears) cost options with negotiated commissions, minimum $85 per transaction (minimum may be waived sometimes). Flexible Managed Account III commission only with $85 minimum commission.
Hourly fees may be negotiated for Investment Consulting Services (no specific amounts stated).
Private Funds advised by Davenport charge performance-based incentive fees (amounts not specified).
Account minimum: $25,000 Minimum fee: $40 minimum fee or rebate applied for flow fees in wrap and fee/commission accounts Fee-only: Flexible Managed Account I: 2.50% on most assets, 2.00% on mutual funds; Portfolio Review: 0.50% for first $200k down to 0.10% above $1M; Flexible Retirement Account Consulting negotiable fees; Financial Planning maximum fees from $250 to $10,000
Danville, VA
165 Holt Garrison Pkwy, Suite 570 B
Danville VA 24540-5947
Advisors at this office
5
Virginia
33 years of industry experience
#Ia Davenport & Company Llc
2002 - Present • 24 years
Danville, VA
Davenport & Company LLC
2002 - Present • 24 years
Danville, VA
UBS Financial Services
2000 - 2002 • 2 years
Danville, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Danville, VA
Regal Investment Advisors LLC
Donald Aaron Jr. is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 65 designation and previously worked at AE Wealth Management, LLC and his own firm, Aaron and Associates, LLC, where he served as Owner and President specializing in insurance sales and services. Regal Investment Advisors, operating as LionShare, provides discretionary investment management to independent advisers and serves a diverse client base including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, combining various asset classes and strategies, with investment decisions implemented by Regal under the direction of the client’s financial adviser.
Series 65
Danville, VA
Regal Investment Advisors LLC
Thomas Lee is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 credential and three years of industry experience. He has previously worked at W&S Brokerage and Western & Southern Life and serves as a part-time pastor at Pittsville Pentecostal Holiness Church. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, focusing on a sub-advisory platform that manages approximately $2.88 billion across proprietary and third-party strategies.
Series 63, Series 65, Series 66
Danville, VA
International Assets Investment Management, LLC
Anne Satterfield is a financial advisor with International Assets Investment Management, LLC, holding Series 63, Series 65, and Series 66 licenses and 17 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member for Virginia Tech’s College of Agriculture and Life Sciences. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may include recommendations for options hedges and third-party money managers.
Series 66
Danville, VA
Truist Advisory Services
Patrick Wales is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has been with Truist Advisory Services, Truist Investment Services, and BB&T Securities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and manager-selection programs that combine discretionary and non-discretionary approaches with third-party platform support.
Series 66
Danville, VA
Davenport & Company LLC
Kari Collins is a financial advisor at Davenport & Company LLC with 11 years at the firm and four years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she serves as secretary for Irish Twins, LLC, a rental property business. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division manages separately managed accounts, model portfolios, and mutual funds through a team-based approach.
Series 66
Danville, VA
Davenport & Company LLC
Edgar Love is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He serves as a volunteer board member for the City of Danville Employee Retirement System. Davenport & Company serves individual and institutional clients with a range of services including asset management, financial planning, and investment banking. The firm employs a team-based approach to portfolio management and offers various advisory programs alongside its mutual funds and fixed-income strategies.
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