James DavisCRD Number: 6548289
Current Firm: Advice And Planning Services
James Davis (CRD# 6548289) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 6 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Tiaa-cref Individual & Institutional Services, LLC||Lewisville, TX||Aug 2015 - Current||6|
|Tiaa||Lewisville, TX||Aug 2015 - Current||6|
|Us Army Reserves||Seagoville, TX||Feb 2005 - Current||16|
|Bank Of America||Fort Worth, TX||Apr 2013 - Aug 2015||2|
|Mcdonald's Corporation||Grapevine, TX||Jun 2014 - Jun 2014||< 1|
|Texas Instruments||Richardson, TX||Apr 2011 - Apr 2013||2|
|Volt Information Sciences||Richardson, TX||Nov 2009 - Oct 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management36,394MILLIONS
Total Number of Accounts78,786ACCOUNTS
Average Account Value$461,934
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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