James DavidsonCRD Number: 3078403
Current Firm: Charles Schwab & Company, Inc.
James Davidson (CRD# 3078403) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Charles Schwab & Company Inc.||Orlando, FL||May 2006 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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