Joshua T. Long, Financial Advisor with the Tri-River Investment Group of Davenport & Company LLC in Kilmarnock, has attained his Certified Financial Planner (CFP®) certification.
Long has worked at Davenport & Company LLC since 2020 and provides comprehensive financial planning and investment advisory services for clients.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the six-hour comprehensive certification exam.
The exam covers Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning.
Headquartered in Richmond, Davenport & Company LLC has 25 locations in Virginia, North Carolina, Georgia and ...