Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
43yrs
Based in Richmond, Virginia, Kenneth Gregory is a fiduciary financial advisor with 43 years of industry experience. Kenneth joined Davenport & Company in 1997, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience nationwide
OfficeOne James Center 901 E. Cary Street, Suite 1100, Richmond, VA 23219
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$1.06 million
Advisors at the firm340
States licensed ?2 states
Services through Davenport & Company
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1997 – nowDavenport & Company LLCCurrent firm
Contact Kenneth
(804) 780-2000Davenport & Company main office One James Center 901 E. Cary Street, Suite 1100Richmond, VA 23219Office · Get directions Firm websiteHTTP://WWW.INVESTDAVENPORT.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kenneth
Tailored to Kenneth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kenneth
How do I contact Kenneth?
Call Davenport & Company at (804) 780-2000 and ask for Kenneth Gregory. Kenneth works from the Richmond, VA office.
How long has Kenneth been a financial advisor?
Kenneth has been in the industry since 1983, about 43 years. Top 1% by experience nationwide.
What licenses does Kenneth hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kenneth a fiduciary?
Kenneth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kenneth paid?
Davenport & Company reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Kenneth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Beale Healy Investment Advisors
47yrs
Top 1% by experience in Richmond
Merrill
47yrs
Top 1% by experience in Richmond
Davenport & Company
46yrs
Top 1% by experience in Richmond
Wells Fargo Advisors
46yrs
Top 1% by experience in Richmond
Beale Healy Investment Advisors
46yrs
Top 1% by experience in Virginia