David James, financial advisor Austin TX
93 score

David James

CRD Number: 4542486
Current Firm: Robert Harrell, Incorporated

David James (CRD# 4542486) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Robert Harrell, Incorporated Austin, TX Sep 2010 - Current 6
Cach Capital Management, LLC Austin, TX Dec 2008 - Sep 2010 1
Martin Capital Advisors, LLP Austin, TX May 2004 - Dec 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for David H. James
Phone Number: 512-795-9100
Firm Website: http://www.harrell.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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