James Davis, financial advisor Knoxville TN

James Davis

CRD Number: 2669424
Current Firm: First Horizon Advisors, Inc.

James Davis (CRD# 2669424) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Knoxville, TN and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
First Horizon Trust Knoxville Knoxville, TN Jun 2019 - Current 4
Martin & Company Investment Counsel Knoxville, TN Oct 2013 - Jun 2019 5
Avalon Investment & Securities Group, Inc. Muscle Shoals, AL Jul 2008 - May 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for James R. Davis
Phone Number: 1-800-213-3702
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    11,301
    MILLIONS
  • Total Number of Accounts
    9,360
    ACCOUNTS
  • Average Account Value
    $1,207,367
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI

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