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Megan Elizabeth Worley

Investment Adviser Representative at Davenport & Company LLC

Roanoke, VACRD #8012313Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

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

Megan Elizabeth Worley is an investment adviser representative with Davenport & Company LLC in Roanoke, VA, where they have been registered since 2025, the year they entered the securities industry. 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 Virginia.

Office

10 Franklin Road Se Suite 450
Roanoke, VA 24011

Advisors at this office: 20

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:
Virginia
Broker:
1 state or territory

Virginia

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 4/7/2025
Series 7
General Securities Representative Examination
Passed 3/10/2025
SIE
Securities Industry Essentials Examination
Passed 1/31/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Davenport & Company LLCCurrent
4/7/2025 – Roanoke, 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. Roanoke College
    Aug 2016 – May 2020Salem, VA
  2. Roanoke College
    Aug 2017 – Mar 2020Salem, VA
  3. Roanoke College
    Aug 2018 – Mar 2020Salem, VA
  4. Unemployed
    May 2020 – Jul 2020Salem, VA
  5. American Electric Power
    Jul 2020 – Jan 2022Roanoke, VA
  6. Gentry Locke Attorneys
    Jan 2022 – Dec 2024Roanoke, VA
  7. Davenport & Company LLC
    Dec 2024 – no end date reportedRoanoke, 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

View Davenport & Company LLC firm profile

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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. Megan Elizabeth Worley 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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Megan Elizabeth Worley (Davenport & Company) | AdvisorFinder