James Davidson (CRD# 4684097) is an Investment Advisor Representative working at Synovus Securities, Inc. in Lagrange, GA and has over 20 years of experience in the finance industry. James Davidson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4194526
Synovus Securities, Inc.
CRD# 6319317
Edward Jones
CRD# 4676431
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synovus Securities, Inc. | Lagrange, GA | Oct 2019 - Current | 4 |
| Synovus Bank | Lagrange, GA | Oct 2019 - Current | 4 |
| Synovus Bank | Lagrange, GA | Jun 2016 - Oct 2019 | 3 |
| Synovus Securities, Inc. | Lagrange, GA | Jun 2016 - Oct 2019 | 3 |
| Suntrust Investment Services, Inc. | Lagrange, GA | Jun 2003 - Jun 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
- AL
- CA
- FL
- GA
- ID
- NC
- SC
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Total Assets Under Management6,242MILLIONS
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Total Number of Accounts12,037ACCOUNTS
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Average Account Value$518,601
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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