Advisor at Davenport & Company LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Farmville, VA 23901-1305
Credentials
Series 66
Industry experience
25 years
Constance Neilsen is a financial advisor at Davenport & Company LLC with 25 years of industry experience. She holds the Series 66 designation and has been with Davenport & Company since 1999. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various managed accounts, mutual funds, ETFs, and retirement solutions.
Based on Davenport & Company LLC
Based on Davenport & Company LLC
Financial Planning fees based on tiered service levels with maximum fees from $250 (Single Topic Analysis) up to $10,000 (Tier 5).
$0 - $1,000,000: 1.50% (Wrap Fee for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $1,000,000 - $5,000,000: 1.25% (Wrap Fee for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $5,000,000+: 1.00% (Wrap Fee for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $0 - $1,000,000: 0.75% (Fee and/or Commission for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $1,000,000 - $5,000,000: 0.50% (Fee and/or Commission for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $5,000,000+: 0.30% (Fee and/or Commission for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $0 - $1,000,000: 1.25% (Wrap Fee for ETFAdvisor and FundAdvisor) $1,000,000 - $5,000,000: 1.00% (Wrap Fee for ETFAdvisor and FundAdvisor) $5,000,000+: 0.75% (Wrap Fee for ETFAdvisor and FundAdvisor) $0 - $1,000,000: 1.50% (Wrap Fee for DavenportOne) $1,000,000 - $5,000,000: 1.25% (Wrap Fee for DavenportOne) $5,000,000+: 1.00% (Wrap Fee for DavenportOne) $0 - $1,000,000: 2.50% (FMA I Fee-only for Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.50% (FMA I Fee-only for Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (FMA I Fee-only for Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 2.00% (FMA II Fee and/or Commission for Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.00% (FMA II Fee and/or Commission for Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (FMA II Fee and/or Commission for Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 1.50% (Wrap Fee for ManagerSelect) $1,000,000 - $5,000,000: 1.25% (Wrap Fee for ManagerSelect) $5,000,000+: 1.00% (Wrap Fee for ManagerSelect) $0 - $250,000: 1.50% (Wrap Fee for Portfolio Management Account) $250,000 - $1,000,000: 1.25% (Wrap Fee for Portfolio Management Account) $1,000,000 - $2,000,000: 1.00% (Wrap Fee for Portfolio Management Account) $2,000,000+: 0.75% (Wrap Fee for Portfolio Management Account) $0 - $250,000: 1.25% (Fee and/or Commission for Portfolio Management Account) $250,000 - $1,000,000: 1.00% (Fee and/or Commission for Portfolio Management Account) $1,000,000 - $2,000,000: 0.75% (Fee and/or Commission for Portfolio Management Account) $2,000,000+: 0.50% (Fee and/or Commission for Portfolio Management Account) $0 - $200,000: 0.50% (Fee and/or Commission for Portfolio Review) $200,000 - $1,000,000: 0.25% (Fee and/or Commission for Portfolio Review) $1,000,000+: 0.10% (Fee and/or Commission for Portfolio Review) $0+: 1.25% (Fee and/or Commission for Davenport Managed Assets Program) $0 - $1,000,000: 1.00% (Wrap Fee for Donor Advised Program: Core Leaders, Value & Income, Equity Opportunities) $1,000,000+: 0.75% (Wrap Fee for Donor Advised Program: Core Leaders, Value & Income, Equity Opportunities) $0+: 0.75% (Wrap Fee for Donor Advised Program: FundAdvisor, ETFAdvisor, and Charitable Allocation Strategies) $0 - $1,000,000: 0.40% (Wrap Fee Fixed-Income Only Accounts for Donor Advised Program) $1,000,000 - $5,000,000: 0.30% (Wrap Fee Fixed-Income Only Accounts for Donor Advised Program) $5,000,000+: 0.20% (Wrap Fee Fixed-Income Only Accounts for Donor Advised Program) $0 - $1,000,000: 1.00% (Flexible Retirement Account Consulting standard asset based fee on first $2,000,000) $2,000,000 - $4,000,000: 0.75% (Flexible Retirement Account Consulting standard asset based fee on next $2,000,000) $4,000,000 - $5,000,000: 0.60% (Flexible Retirement Account Consulting standard asset based fee on next $1,000,000) $5,000,000+: 0.40% (Flexible Retirement Account Consulting standard asset based fee on next $5,000,000)
Fee and/or Commission and Commission Only cost options available; commissions charged on securities transactions, minimum commission typically $85, negotiable.
Investment Consulting fees may be hourly, fixed, percentage of assets under consultation, or a combination, negotiated per client.
Performance-based incentive fees charged by Private Funds managed by Davenport employees; not charged to individual advisory client accounts.
Account minimum: $25,000 Minimum fee: $40 minimum fee or rebate applied for intra-quarter deposits or withdrawals of $50,000 or more, prorated fees charged or refunded accordingly. Fee-only: Flexible Managed Account I Fee-only with tiered rates: 2.50% for first $5 million, 2.00% above $5 million on equities and fixed income; 2.00% flat on mutual funds and UITs.
101 N. Main Street
Farmville, VA 23901-1305
Virginia
#Ia Davenport & Company Llc
2001 - Present (25 years)
Davenport & Company LLC
1999 - Present (27 years)
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 63, Series 65
Farmville, VA
Davenport & Company LLC
Bradley Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Davenport & Company since 1993. Outside of his advisory role, he serves as chairperson for the Prince Edward County Industrial Development Authority and is a board member and investor in a local radio station. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment strategies managed by dedicated portfolio teams and supported by multiple specialized committees.
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 licenses and with 33 years of industry experience. He has been with Davenport & Company since 1992. Outside of his advisory role, Watson 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 representing the Town of Farmville. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and specialized portfolio management teams.
Series 66
Farmville, VA
Creative Planning
Lauren Mc Carty is a financial advisor with Creative Planning and holds a Series 66 designation. She has 22 years of experience in the industry, having previously worked at firms including Lockton Investment Securities, American Century Investment Services, Transamerica, and Diversified Investment Advisors. Mc Carty has been with Creative Planning since 2022. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.
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 with Edward Jones in Farmville, VA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2016 and previously worked at the YMCA of Greater Richmond for 15 years. Outside of her advisory work, she owns MKThompson Photography, where she occasionally does photoshoots for friends and family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm operates a large national network of financial advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.
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