David James, financial advisor Nashville TN
93 score

David James

CRD 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.

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Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
Pinnacle Advisory Services, Inc. Nashville, TN Mar 2015 - Current 1
Pnfp Capital Markets, Inc. Nashville, TN Mar 2015 - Current 1
Pinnacle Bank Nashville, TN Mar 2015 - Current 1
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
Contact Info for David M. James
Phone Number: 615-743-8271
Firm Website: https://www.pnfp.com/
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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