MC
Meghan M. Councill
DAVENPORT & COMPANY LLC
FRANKLIN, VA 23851
Some features on this profile are disabled
CRD#: 5925754
MC
Professional summary
Meghan Marie Councill, who also goes by Meghan Marie Dowd, is a registered financial advisor currently at DAVENPORT & COMPANY LLC located in Franklin, Virginia.
Meghan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Meghan has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Meghan Marie Dowd
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
209 North College Drive LLC - Real estate holding company -not investment related- Member -Ownership of real estate; participation in LLC. business hours: 0 - non-business hours: 1- 5 516 N Main Street LLC - Real estate holding company -not investment related- Member -Ownership of real estate; participation in LLC. business hours: 0 - non-business hours: 1- 5 Peachbud Farms LLC - Real estate holding company -not investment related- Member -Ownership of real estate business hours: 0 - non-business hours: 1- 5 North Main Street Investments LLC- Real estate holding company -not investment related- Member -Ownership of real estate; participation in LLC. business hours: 0 - non-business hours: 1- 5 114 West Second Avenue, LLC -investment related - 209 Meadow Lane Franklin VA 23851 - start date 03/21/2024 -newly formed LLC Real estate holding company. Manage lease with Davenport and pay mortgage. Also, oversee exterior building maintenance. business hours: 0 - non-business hours: 1- 5 Obici Healthcare Foundation - 106 W Finney Ave Suffolk VA 23434 -Board of Director for the organization and as part of that service will serve on various committees during the year. All board members rotate committee positions. The Governance Committee has appointed me to serve on additional committees in my second year with the Board. I will continue with the Investment Committee and in addition will also serve on the Audit Committee, Governance Committee and Executive Board. The Investment Committee meets twice per year prior to the evening board meeting, Audit Committee meets once per year in the evening for 1 hour, the Governance Committee meets once per year in the evening and the Executive Board, (I have been assigned the role of Secretary) has one meeting per year or as otherwise necessary. business hours: 0 non-business hours: 1- 5
CRS (Client Relationship Summary) - RIA
Click below to view Meghan Marie Councill's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Meghan Marie Councill's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 9, 2012 - Present
DAVENPORT & COMPANY LLC
Office #1: 114 W 2nd Ave, Franklin, VA 23851RIA
BD
CRD#: 1588
FRANKLIN, VA
Current
September 14, 2011 - Present
DAVENPORT & COMPANY LLC
Office #1: 114 W 2nd Ave, Franklin, VA 23851RIA
BD
CRD#: 1588
FRANKLIN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DAVENPORT & COMPANY LLC
DAVENPORT & CO. OF VIRGINIA, INC. | DAVENPORT TRUST COMPANY | DAVENPORT FINANCIAL ADVISORS | DAVENPORT ASSET MANAGEMENT | DAVENPORT & COMPANY LLC
CRD#: 1588 / SEC#: 801-13057, 8-17103
RIA
Registered Investment Advisory firm - SEC (6/2/1977 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/14/2019)
RR
Arizona(12/19/2019)
RR
California(10/29/2025)
RR
Colorado(11/21/2017)
RR
District of Columbia(3/26/2012)
RR
Florida(1/24/2012)
RR
Indiana(12/10/2019)
RR
Maine(3/6/2017)
RR
New Jersey(3/11/2022)
RR
New York(3/26/2012)
RR
North Carolina(1/12/2012)
RR
Oregon(3/26/2012)
RR
Pennsylvania(1/26/2021)
RR
South Carolina(3/26/2012)
RR
Texas(9/30/2019)
RR
Virginia(1/9/2012)
IAR
Virginia(1/9/2012)
RR
Washington(7/18/2016)
RR
Wyoming(3/26/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
DAVENPORT & COMPANY LLC
DAVENPORT & CO. OF VIRGINIA, INC. | DAVENPORT TRUST COMPANY | DAVENPORT FINANCIAL ADVISORS | DAVENPORT ASSET MANAGEMENT | DAVENPORT & COMPANY LLC
CRD#: 1588 / SEC#: 801-13057, 8-17103
RIA
Registered Investment Advisory firm - SEC (6/2/1977 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219
Mailing Address
P.o. Box 85678, Richmond, VA 23285-5678
Phone number
(804) 780-2000
Established
Virginia since 01/31/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
507
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DAVA CORP. | MEMBER | |
| DAVENPORT & CO. OF VIRGINIA, INC | MEMBER | |
| DAVENPORT CORP. | MEMBER | |
| DAVENPORT IV, INC | MEMBER | |
| ACKERLY, JOHN PAUL IV | DIRECTOR | 2460550 |
| ALLBURN, SEAN JAMES | DIRECTOR | 2605269 |
| ANDERSON, DAVID CHARLES | DIRECTOR | 2312279 |
| BALLOWE, HYLAH BOYD | DIRECTOR | 2533434 |
| BARKSDALE, WILLIAM RANDOLPH IV | DIRECTOR | 720050 |
| BOLL, KEVIN GEORGE JR | DIRECTOR | 2881689 |
| BRIGULIO, JR., BRIAN MITCHELL | DIRECTOR | 4970410 |
| BROWN, EDWARD TRIGG JR | DIRECTOR | 850295 |
| CAPSHAW, WILLIAM D II | DIRECTOR | 5725314 |
| CASON, SHANE M | DIRECTOR | 4500533 |
| CHAPMAN, IRVING LEE IV | PRESIDENT, CEO, DIRECTOR | 2489697 |
| COLE, EDWARD FISCUS III | DIRECTOR | 4146443 |
| CRAWLEY, JAMES EDWARD | DIRECTOR | 1776949 |
| CROCKETT, HOLLY RAY | DIRECTOR | 1682414 |
| CROWDER, ALISON SANDERS | CHIEF COMPLIANCE OFFICER - IA | 6658906 |
| DAVENPORT FIVE, INC | MEMBER | |
| DOLAN, RICHARD EDWARD III | DIRECTOR | 2348347 |
| FERRELL, LEAVENWORTH MCGILL II | DIRECTOR | 4578007 |
| FRAM, FREDERICK GORDON | CHIEF ADMINISTRATIVE OFFICER, DIRECTOR, AML COMPLIANCE OFFICER | 1701062 |
| FREEMAN, STEVEN RUSSELL | DIRECTOR | 1574425 |
| GALLIHUGH, MAUREEN ANN | DIRECTOR | 1125521 |
| GANSMAN, JOHN ROBERT | DIRECTOR | 2382152 |
| GEHO, HARRISON MONCURE | DIRECTOR | 2361637 |
| GRAGNANI JR, ROBERT A | DIRECTOR | 5098764 |
| GREGORY, KENNETH STUART | DIRECTOR | 1160002 |
| HAMILTON, HARRY WAYNE III | DIRECTOR | 1345514 |
| HERSHEY, WILLIAM ROBERTSON BEVERLEY | DIRECTOR, CFO, FINOP AND PRINCIPAL FINANCIAL OFFICER | 2909345 |
| HOOPER, LUCY WILLIAMS | DIRECTOR | 733228 |
| KEHLENBECK, VIRGINIA WORTHAM | DIRECTOR | 4555885 |
| KOOCH, ROLAND MARION JR | DIRECTOR | 2382419 |
| LAUX, KYLE A | DIRECTOR | 4550086 |
| LOMBARD, JOSEPH ANTHONY III | DIRECTOR | 4013073 |
| MCELHANEY, JON TAYLOR | DIRECTOR | 2883725 |
| MIZELL, ROBERT FRANCIS | DIRECTOR | 1836694 |
| OMOHUNDRO, JEFFREY FLOYD | DIRECTOR | 2155707 |
| OWEN, RICHARD GAILLARD | DIRECTOR | 1197506 |
| PAUCKE, JOSEPH WALTER | DIRECTOR | 1208500 |
| PEARSON, CHRISTOPHER GLENN | DIRECTOR | 4979730 |
| PISCITELLI, JOHN ANTHONY | DIRECTOR | 1359023 |
| POSNER, DAVID JOSEPH | DIRECTOR | 6134514 |
| PRICE, THOMAS WINSTON | DIRECTOR | 2895319 |
| PRILLAMAN, GRAYSON BISHOP | DIRECTOR | 2707727 |
| REUSS, PETER LAWRENCE | DIRECTOR | 2681772 |
| RICHMOND, ANN MINORNUCKOLS | DIRECTOR, TREASURER, AND PRINCIPAL OPERATIONS OFFICER | 2144754 |
| ROGERS, COURTNEY EDWARD | DIRECTOR | 2237168 |
| ROSE, DAVID PETER | DIRECTOR | 1288846 |
| RULLMAN, NATHANIEL H | DIRECTOR | 5897465 |
| SANDERSON, JAMES EDWARD | DIRECTOR | 4886781 |
| SEVERT, TAMMY RENE | DIRECTOR | 3020053 |
| SMITH, GEORGE LEVIN | DIRECTOR | 2988110 |
| STRATTON, JONATHAN AUBREY | CHIEF COMPLIANCE OFFICER-BD | 4808131 |
| SULANKE, GEOFFREY ADAM | DIRECTOR | 4808910 |
| TAYLOR, TIMOTHY STEWART | DIRECTOR | 1492229 |
| TERZIMEHIC, EDIN NMN | ROSFP | 4634023 |
| TRICE, FRANKLIN ALEXANDER | DIRECTOR | 2219809 |
| VALENTINE, EUGENE MASSIE JR | DIRECTOR | 1072110 |
| VALENTINE, HENRY LEE III | DIRECTOR | 1137054 |
| WAGNER, ARIC NORMAN | DIRECTOR | 2267313 |
| WATSON, BRADLEY LAWRENCE | DIRECTOR | 2415210 |
| WELLFORD JR, TEN EYCK THOMPSON | DIRECTOR | 4985143 |
| WORTHAM, COLEMAN III | CHAIRMAN, DIRECTOR | 472921 |
| YOUNG, ARMISTEAD C IV | DIRECTOR | 2444107 |
Regulatory assets under management
| Total Number of Accounts | 22,591 |
| AUM (Assets Under Management) | $ 22,474,315,624 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/22/2025 | ||
| 09/25/2023 | ||
| 01/10/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
