James DavisCRD Number: 717541
Current Firm: Raymond James Financial Services Advisors, Inc.
James Davis (CRD# 717541) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Charles, IL and has over 41 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|Raymond James Financial Services Advisors, Inc.||St. Charles, IL||Jan 2009 - Current||13|
|Raymond James Financial Services, Inc.||St. Charles, IL||Jan 1994 - Current||28|
|Rental Properties||St. Charles, IL||Jan 1980 - Current||42|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1980|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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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