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William Barksdale

Director at Davenport & Company

Investment adviser and broker registrationsLynchburg, VASEC record checked 17 October 2026

45
Years in the industry
29
Years at the firm
1
Adviser firms
3
State registrations

IAPD record retrieved 17 October 2026SEC record

William Barksdale is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. William Barksdale has been registered through Davenport & Company since 2 September 1997, has 45 years in the industry across 1 firm and has passed 10 licensing exams.

Role at Davenport & Company

Title on Schedule A
Director
Control
William Barksdale is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Barksdale has held the filed role since March 2004.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

William Barksdale has been registered through Davenport & Company since September 1997.

Firms and exams, newest first
  1. Passed Series 9 and Series 10 · 2023
  2. Passed SIE · 2018
  3. Passed Series 24 · 2001
  4. Passed Series 8 · 1997
  5. Davenport & Company LLCCurrent
    – present · 29 years
    Lynchburg, VA · Adviser representative · Firm CRD 1588
  6. Passed Series 65 · 1991
  7. Passed Series 4 · 1987
  8. Passed Series 7 · 1984
  9. Passed Series 63 · 1981
  10. Passed Series 52 · 1980

Registrations and exams

William Barksdale has a current investment-adviser registration in Arizona, Texas and Virginia and has passed 10 qualifying exams.

Arizona20 December 2022
Scope
Investment adviser representative
Status
Approved
Texas21 November 2022
Scope
Investment adviser representative
Status
Approved, resident
Virginia2 September 1997
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6517 December 1991
Name
Uniform Investment Adviser Law Examination
Series 636 March 1981
Name
Uniform Securities Agent State Law Examination
Series 92 January 2023
Name
General Securities Sales Supervisor - Options Module Examination
Series 102 January 2023
Name
General Securities Sales Supervisor - General Module Examination
Series 2425 June 2001
Name
General Securities Principal Examination
Series 85 December 1997
Name
General Securities Sales Supervisor Examination (Options Module & General Module)
Series 412 May 1987
Name
Registered Options Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 721 July 1984
Name
General Securities Representative Examination
Series 5215 November 1980
Name
Municipal Securities Representative Examination

Individual record

Full name
William Randolph Barksdale
CRD
720050
Firm
Davenport & Company LLC
Registration status
Investment adviser and broker registrations
Office
1104 COMMERCE ST., P.O. BOX 570, Lynchburg, VA 24504
Firm bio
investdavenport.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Davenport lists William R. Barksdale IV on its board of directors. Official firm leadership page

Common questions

Where does William Barksdale work?

William Barksdale has been Director of Davenport & Company LLC since March 2004.

Source: Form ADV, Schedule A, filed 27 July 2026

Is William Barksdale a financial advisor?

Yes. William Barksdale has a current investment-adviser registration in Arizona, Texas and Virginia, through Davenport & Company since September 1997, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does William Barksdale have?

William Barksdale has worked in the financial industry for 45 years as of 17 October 2026, counted from 30 November 1980, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has William Barksdale passed?

William Barksdale has passed 10 licensing exams: the Series 52, Series 63, Series 7, Series 4, Series 65, Series 8, Series 24, SIE, Series 9 and Series 10. The earliest, the Series 52, was passed in November 1980.

Source: IAPD individual record, checked 17 October 2026

Where is William Barksdale based?

William Barksdale’s registered office is in Lynchburg, VA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 720050. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Davenport & Company LLC, filed 27 July 2026. Title, control and ownership bands.
  3. Davenport & Company team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with William Barksdale or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.