James DavenportCRD Number: 5059077
Current Firm: Beacon Pointe Advisors, LLC
James Davenport (CRD# 5059077) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Beacon Pointe Advisors, LLC||Newport Beach, CA||Apr 2020 - Current||1|
|Beacon Pointe Insurance Services, LLC||Newport Beach, CA||Aug 2015 - Current||6|
|Beacon Pointe Advisors, LLC||Newport Beach, CA||Apr 2016 - Mar 2020||3|
|Beacon Pointe Wealth Advisors, LLC||Newport Beach, CA||Jan 2014 - Mar 2020||6|
|Wells Fargo Advisors LLC||Irvine, CA||Apr 2012 - Jan 2014||1|
|Marv Capital Inc.||Newport, CA||Aug 2011 - Mar 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management12,442MILLIONS
Total Number of Accounts5,904ACCOUNTS
Average Account Value$2,107,383
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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