James Davies (CRD# 5784630) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 12 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navigation Wealth Management, Inc. | Fort Collins, CO | Apr 2016 - Current | 8 |
| Choice Plus Insurance | Fort Collins, CO | Oct 2009 - Current | 14 |
| Sigma Financial Corporation | Ann Arbor, MI | Apr 2014 - Apr 2016 | 2 |
| Spc | Ann Arbor, MI | Aug 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- CO
-
Total Assets Under Management129MILLIONS
-
Total Number of Accounts1,311ACCOUNTS
-
Average Account Value$98,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CO, FL, ID, KS, MO, TX, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.