David JamesCRD Number: 1843062
Current Firm: Pinnacle Investment Advisory
David James (CRD# 1843062) is an Investment Advisor Representative working at Pinnacle Investment Advisory in Nashville, TN and has over 23 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Pinnacle Advisory Services, Inc.||Nashville, TN||Mar 2015 - Current||2|
|Pnfp Capital Markets, Inc.||Nashville, TN||Mar 2015 - Current||2|
|Pinnacle Bank||Nashville, TN||Mar 2015 - Current||2|
|Trustcore||Bremntwood, TN||May 2011 - Feb 2015||3|
|Wiley Bros Aintree Capital||Nashville, TN||Jun 2001 - May 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management290MILLIONS
Total Number of Accounts285ACCOUNTS
Average Account Value$1,017,544
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
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