ChooseAFinancialAdvisor.com
Advisors / Virginia / Charlottesville
43yrs

Mark Varner

Financial advisor at Davenport &

Charlottesville, VA 22902Top 2% by experience in VirginiaFiduciary advisor
Call the officeDirections

At a glance

Experience43 years (since 1983)
How that compares ?Top 2% by experience in Virginia
Office915 East High Street Suite 401, Charlottesville, VA 22902
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states

Services through Davenport &

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.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 1997 – now
    Davenport & Company LLCCurrent firm

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

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About Mark

How do I contact Mark?

Call Davenport & at 804-780-2000 and ask for Mark Varner. Mark works from the Charlottesville, VA office.

How long has Mark been a financial advisor?

Mark has been in the industry since 1983, about 43 years. Top 2% by experience in Virginia.

What licenses does Mark hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Davenport & 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 Mark for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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