K David Severance, Cfp®

K David Severance, Cfp® Email and Phone Number

Senior Vice President and Investments and AAMS and CFP @ Davenport and Company
Greensboro, NC, US
K David Severance, Cfp®'s Location
Greensboro, North Carolina, United States, United States
K David Severance, Cfp®'s Contact Details

K David Severance, Cfp® work email

K David Severance, Cfp® personal email

K David Severance, Cfp® phone numbers

About K David Severance, Cfp®

Our team delivers the Davenport & Company client experience by taking the time to understand your needs and goals. We provide appropriate solutions, monitor and update strategies to respond to changing markets.Specialties: Asset Allocation Strategies, Separately managed accounts, Cash Management, Insurance, Wealth Management and Financial Planning.

K David Severance, Cfp®'s Current Company Details
Davenport and Company

Davenport And Company

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Senior Vice President and Investments and AAMS and CFP
Greensboro, NC, US
Employees:
420
K David Severance, Cfp® Work Experience Details
  • Davenport And Company
    Senior Vice President And Investments And Aams And Cfp
    Davenport And Company
    Greensboro, Nc, Us
  • Davenport And Company
    Senior Vice President/Investments/Aams/Cfp
    Davenport And Company Dec 2009 - Present
    Greensboro/Winston-Salem, North Carolina Area
    Davenport & Company LLC is not associated in any way with LinkedIn® Corp. Davenport is a separate, independent company which offers investment and advisory services. Davenport is a member of FINRA●SIPC●NYSE.Neither Davenport nor its employees are providing or offering to provide personalized investment advice through this site. The views and opinions published on this website are not necessarily those of Davenport & Company. Third-party posts do not reflect the views of Davenport & Company, nor are they approved or endorsed by Davenport or any of its employees.This web page is intended for residents of the United States only. Neither the information nor any opinion expressed on this site constitutes an offer to buy or sell any security or instrument or participate in any particular trading strategy. Davenport is registered to conduct securities broker/dealer business in every U.S. state or territory except North Dakota and Guam. Davenport has made investment adviser notice filings in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia & Wisconsin. Information herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. Davenport is not responsible for the content of other websites to which this one may be linked.
  • Ubs Financial Services Inc.
    Senior Vice President / Investments
    Ubs Financial Services Inc. Aug 2000 - Mar 2010
    Financial Advisor / Wealth Management
  • Wachovia Securities
    Senior Vice President / Investments
    Wachovia Securities Aug 1999 - Aug 2000
  • Ijl / Wachovia
    Senior Vice President / Investments
    Ijl / Wachovia Feb 1993 - Jan 1999
  • Business Express Airlines
    Airline Pilot
    Business Express Airlines Feb 1992 - Feb 1993
    North East Us & Canada
  • Us Army
    Captain
    Us Army May 1985 - Aug 1991
    Aeromedical Evacuation Officer / Army Aviator / Flight Platoon Leader

K David Severance, Cfp® Skills

Investments Wealth Management Leadership Securities Asset Allocation Finance Strategic Planning Strategic Financial Planning Financial Services Financial Advisory Insurance Retirement Planning Mutual Funds Asset Management Series 7 Retirement Series 63 Finra Financial Planning Cash Management Due Diligence Trading

K David Severance, Cfp® Education Details

Frequently Asked Questions about K David Severance, Cfp®

What company does K David Severance, Cfp® work for?

K David Severance, Cfp® works for Davenport And Company

What is K David Severance, Cfp®'s role at the current company?

K David Severance, Cfp®'s current role is Senior Vice President and Investments and AAMS and CFP.

What is K David Severance, Cfp®'s email address?

K David Severance, Cfp®'s email address is da****@****ail.com

What is K David Severance, Cfp®'s direct phone number?

K David Severance, Cfp®'s direct phone number is +180434*****

What schools did K David Severance, Cfp® attend?

K David Severance, Cfp® attended The Citadel.

What are some of K David Severance, Cfp®'s interests?

K David Severance, Cfp® has interest in Horses And Outdoors, Flying, Motor Cycle Riding, Water Skiing, Hunting.

What skills is K David Severance, Cfp® known for?

K David Severance, Cfp® has skills like Investments, Wealth Management, Leadership, Securities, Asset Allocation, Finance, Strategic Planning, Strategic Financial Planning, Financial Services, Financial Advisory, Insurance, Retirement Planning.

Who are K David Severance, Cfp®'s colleagues?

K David Severance, Cfp®'s colleagues are Nate Rullman, David Anderson, James E. Davidson, Jr., Cfp©, Charles Davenport, Ben Wilson, Cameron Reuss, Christopher Kelley.

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