Davenport Wealth Advisors, located in Castro Valley, California, is a registered investment business with 8 years of experience in the financial industry. Led by financial advisor Glen Davenport, who holds Series 63, Series 65, and Series 66 licenses, the firm offers securities agent and investment advisor representative services to clients in California.
With a focus on retirement planning and investment goals, Davenport Wealth Advisors utilizes a matching tool to connect individuals with top financial advisors in their area, simplifying the process of finding the right advisor. As a registered investment advisor, the firm operates under the regulations set by the U.S. Securities and Exchange Commission, ensuring a fiduciary duty to its clients.
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