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Credentials
Series 66
Experience Industry experience
25 years
Location
Farmville, VA 23901-1305
Davenport & Company LLC
Enterprise
Constance Neilsen is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Davenport & Company since 1999 in various capacities. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, investment banking, and advisory services through dedicated portfolio teams and a range of separately managed accounts, mutual funds, and model portfolios.
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
Farmville, VA
101 N. Main Street
Farmville VA 23901-1305
Advisors at this office
3
Virginia
25 years of industry experience
Davenport & Company LLc
2026 - Present • 1 year
Farmville, VA
#Ia Davenport & Company Llc
2001 - Present • 25 years
Farmville, VA
Davenport & Company LLc
1999 - Present • 27 years
Farmville, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A bankruptcy, a compromise with creditors (such as a short sale) or a brokerage liquidation.
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 63, Series 65
Farmville, VA
Davenport & Company LLC
Bradley Watson is a financial advisor at Davenport & Company LLC with over 32 years of industry experience. He has been with Davenport & Company since 1993 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as chairperson of the Prince Edward County Industrial Development Authority and is on the board of directors of WFLO Radio Station in Farmville, VA. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and advisory services. The firm manages a range of strategies through dedicated portfolio teams and oversees six mutual funds, combining brokerage and advisory platforms within an employee-owned structure.
Series 63, Series 65
Farmville, VA
Davenport & Company LLC
Brett Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Davenport since 1992. Outside of his advisory role, he is a member, singer, and guitar player in a local music band called The Porch Gliders and serves as a supervisor on the Prince Edward County Board of Supervisors. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, and investment banking services, with an advisory platform that includes separately managed accounts, model delivery, and mutual fund offerings.
Series 66
Farmville, VA
Creative Planning
Lauren Mc Carty is a financial advisor with Creative Planning and holds a Series 66 designation. She has 23 years of industry experience and has worked at firms including Lockton and Transamerica. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio options and private market access.
Series 66
Farmville, VA
Edward Jones
Jay Whited is a financial advisor with Edward Jones in Farmville, VA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the District of Columbia Army National Guard since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.
Series 63, Series 66
Farmville, VA
Edward Jones
Dennis Moore is a financial advisor with Edward Jones in Farmville, VA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he is an owner and landlord of residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers various managed strategies, tax-efficient services, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.
Series 66
Farmville, VA
Edward Jones
Mary Kathleen Hacker is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked exclusively at Edward Jones since 2016. Outside of advising, she occasionally conducts photoshoots under her photography business, MKThompson Photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
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