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Credentials
Series 66
Experience Industry experience
< 1 year
Location
Marion, VA 24354
Davenport & Company LLC
Enterprise
Lori Ringley is a financial advisor at Davenport & Company LLC with a Series 66 credential and two years of industry experience. Prior to joining Davenport, she held roles at Utility Trailer Manufacturing, The Chamber of Commerce of Smyth County Virginia, and Teleperformance. Outside of her advisory work, she has been involved with Suburban Christian Church. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory offerings. The firm’s asset management features dedicated portfolio teams and oversees multiple mutual funds and separate account 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
Marion, VA
126 East Main Street
Marion VA 24354
Advisors at this office
2
Virginia
< 1 year of industry experience
Davenport & Company LLC
2024 - Present • 2 years
Marion, VA
Suburban Christian Church
2021 - Present • 5 years
Bristol, VA
Utility Trailer Manufacturing
2020 - 2024 • 4 years
Atkins, VA
The Chamber of Commerce of Smyth County Virginia
2016 - 2024 • 8 years
Marion, VA
Teleperformance
2006 - 2024 • 18 years
Marion, 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
Marion, VA
Creed Evans Financial Advisory, LLC
John Evans is the sole advisor at Creed Evans Financial Advisory, LLC in Marion, VA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Team Rubicon and Athena Consulting, as well as a compensated trustee position for a family trust. Creed Evans Financial Advisory offers investment management and integrated financial planning services, utilizing both passive and active strategies across a range of asset classes, and serves a diverse client base that includes individuals, institutional investors, and government entities.
Series 65
Marion, VA
Capital Advisor Network
Marion Fleshman is a financial advisor at Capital Advisor Network with six years of industry experience. She holds the Series 65 designation and has worked at Capital Advisor Network since 2019. In addition to her advisory role, she serves as a bookkeeper for the Rye Valley Water Authority and is a 5% owner of Duchess Dairy Products. Capital Advisor Network is a six-advisor team providing investment management, financial planning, and retirement plan advisory services to individuals, institutions, and other entities. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, utilizing a range of investment vehicles and technology tools to support portfolio monitoring and reporting.
Series 63, Series 65, Series 66
Marion, VA
Capital Advisor Network
William Evans III is a financial advisor at Capital Advisor Network with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Center Street Securities and Brookstone Capital Management. Outside of his advisory role, Mr. Evans is involved in independent insurance sales, owns Granite 401k Advisors which provides administrative and consulting services for employer-sponsored retirement plans, and participates in consulting activities with Appalachian Strategy Group, LLC, where he assists with tax equity and planning services and makes client referrals to a law firm. Capital Advisor Network serves a diverse client base including individual and high-net-worth investors, institutions, charitable organizations, trusts, and retirement plans. The firm employs a data-driven, tactical approach to asset allocation and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to private investment opportunities.
Series 63, Series 65
Marion, VA
Capital Advisor Network
William Johnson is a financial advisor at Capital Advisor Network with Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Shirleys Market for over two decades. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in client assets, serving individuals, institutions, charitable organizations, government entities, and trusts. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, integrating third-party money managers and technology tools to support portfolio management and financial planning.
Series 63, Series 65
Marion, VA
Davenport & Company LLC
Thomas Graham is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He held a long tenure at Edward D. Jones & Co. from 1994 to 2023 before joining Davenport in 2023. Outside of his advisory work, he is involved in community activities, serving as a lay delegate and committee member at First United Methodist Church in Marion, VA, and participates in historic building restorations through property development projects. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and advisory services. The firm organizes asset management through dedicated portfolio teams and offers a variety of investment programs including separately managed accounts, mutual funds, ETFs, and unified managed accounts.
Series 63, Series 65
Marion, VA
Cetera
Greg Sayers is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Horace Mann Companies and The Bank of Marion prior to his current role. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.
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