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Barclay Porter Freeman

Investment Adviser Representative at Davenport & Company LLC

Virginia Beach, VACRD #6900708Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Barclay Porter Freeman is an investment adviser representative with Davenport & Company LLC in Virginia Beach, VA, where they have been registered since 2021. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Truist Advisory Services, Inc. and Bb&t Securities, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina and Virginia.

Office

Highwoods Centre, 477 Viking Drive Suite 200
Virginia Beach, VA 23452

Advisors at this office: 29

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina, Virginia
Broker:
27 states and territories

Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Mississippi, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/7/2020
Series 7
General Securities Representative Examination
Passed 7/28/2020
SIE
Securities Industry Essentials Examination
Passed 6/16/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Davenport & Company LLCCurrent
8/3/2021 – Virginia Beach, VA
Truist Advisory Services, Inc.
2/17/2021 – 8/4/2021Virginia Beach, VA
Bb&t Securities, LLC
8/8/2020 – 2/17/2021Richmond, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Bb&t Securities
    May 2020 – Aug 2021Virginia Beach, VA
  2. Troutman Sanders LLP
    Aug 2018 – Apr 2020Virginia Beach, VA
  3. N/a
    Jun 2018 – Jul 2018Virginia Beach, VA
  4. Bb&t Securities
    Jan 2018 – May 2018Alexandria, VA
  5. University OF Virginia
    Aug 2013 – May 2017Charlottesville, VA
  6. N/a
    Jun 2017 – Dec 2017Virginia Beach, VA
  7. Truist Investment Services, Inc.
    Feb 2021 – Aug 2021Virginia Beach, VA
  8. Truist Advisory Services, Inc.
    Feb 2021 – Aug 2021Virginia Beach, VA
  9. Davenport & Company LLC
    Aug 2021 – no end date reportedVirginia Beach, VA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Davenport & Company LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
333
Offices listed on AdvisorFinder:
22
Main office:
Richmond, VA
SEC file number:
801-13057

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 27, 2026

View full firm profile

Other advisors at Davenport & Company LLC

Showing 12 of 333 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barclay Porter Freeman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Barclay Porter Freeman (Davenport & Company) | AdvisorFinder