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Credentials
Series 63, Series 65, Series 66
Experience Industry experience
14 years
Location
Kilmarnock, VA 22482
Davenport & Company LLC
Enterprise
John Wallin is a financial advisor at Davenport & Company LLC with 14 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Davenport since 2011. 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, and investment banking services, with a focus on separately managed accounts and model delivery through dedicated portfolio teams and research committees.
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
Kilmarnock, VA
141 Technology Park Drive
Kilmarnock VA 22482
Advisors at this office
10
Virginia
14 years of industry experience
Davenport & Company, LLC
2011 - Present • 15 years
White Stone, 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 66
Urbanna, VA
Oyster Creek Capital
Kevin Hussey is a financial advisor at Oyster Creek Capital with 11 years of industry experience and holds a Series 66 designation. Prior to founding Oyster Creek Capital, he worked at First Trust Portfolios L.P. for nine years and Heritage Wealth Management Group for two years. Outside of his advisory role, he is involved with several LLCs, including ones related to land management and property holdings. Oyster Creek Capital is an independent advisory firm that specializes in discretionary investment management, primarily serving as a sub-adviser to third-party investment advisers. The firm focuses on structured investment strategies involving structured notes and related instruments, using rules-based approaches and managing portfolios organized into distinct composites.
Series 63, Series 65
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Monroe Capital Partners, LLC
John Monroe is a financial advisor at Monroe Capital Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capes Capital Management, Inc. since 2013. Monroe Capital Partners provides continuous investment supervisory services and individualized portfolio management to individuals, including high-net-worth clients, and charitable organizations. The firm’s investment approach emphasizes asset allocation and incorporates fundamental, cyclical, quantitative, and qualitative analysis, utilizing strategies such as margin and options within separately managed accounts.
CFP®
White Stone, VA
MWA Investments, LLC
Morgan Alley is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at MWA Investments, LLC and has worked as a partner at the law firm Dunton, Simmons & Dunton, L.L.P. since 1996, specializing in estate planning, estate administration, taxation, and corporate law. MWA Investments primarily serves trusts, typically those established by high-net-worth clients, providing investment management and trust administration tailored to the terms of each trust. The firm integrates estate planning and trust administration with discretionary investment management, emphasizing fundamental equity selection, long-term holdings, and a laddered fixed-income strategy.
Series 66
Urbanna, VA
WealthPlan Investment Management LLC
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Series 63, Series 66
Heathsville, VA
Interactive Financial Advisors
William Mullins is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Inc., Pinnacle Financial Planning, LLC, and Gwn Securities Inc. Outside of his advisory work, he is the varsity head soccer coach for Northumberland County Public School. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and integrates Modern Portfolio Theory and risk profiling tools in its investment approach.
Series 63, Series 65
Lancaster, VA
HBW Advisory Services LLC
Linda Muse is a financial advisor at HBW Advisory Services LLC with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Primerica Advisors and Primerica Financial Services for nearly three decades before joining HBW in 2023. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach using third-party money managers and model portfolios, serving a broad client base through both retail and institutional channels.
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