James Davis, CFP®, financial advisor Scottsdale AZ
103 score

James Davis, CFP®

Latitude Planning Group

CRD Number: 5571675
Current Firm: Woodbury Financial Services, Inc.
Compensation Model: Both

Reed began his career in 2008 in the midst of the financial crisis.  While the timing presented obstacles, it also presented an opportunity because it provided a unique perspective on the importance of proper financial planning and the damage that can ensue when a family's planning is incomplete or not effectively coordinated and organized.  As a CERTIFIED FINANCIAL PLANNER™, Reed spends his time managing the financial affairs for a group of successful families and business owners and brings value to our clients by walking them through a goal-based planning process to ensure that the proper planning is in place.  In 2013, Reed launched additional corporate retirement services to help business owners manage their retirement and succession planning responsibilities.  Reed has earned a Bachelor of Science degree in Political Science with a Minor in Business and a Certificate of International Studies from Arizona State University.

 

A native of Knoxville, TN, Reed is an avid Tennessee Volunteers fan and in his free time enjoys playing golf, guitar and traveling with his wife, Taylor.

CONTACT
Similar Advisors
Alexander Koury, CFP®, financial advisor Scottsdale AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
108
Similar Advisors
William Newman, financial advisor Scottsdale AZ
William B. Newman
CRD# 5730023
Newman's Financial Planning
Score
92
Similar Advisors
James Hundman, financial advisor Scottsdale AZ
James E. Hundman
CRD# 3233547
Triad Advisors, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Woodbury Financial Services, Inc. Scottsdale, AZ Dec 2012 - Current 4
Multi-financial Securities Corporation Denver, CO Aug 2008 - Dec 2012 4
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Aug 2008
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for James R. Davis, CFP®
Phone Number: 4802190050
Registered State(s):
  • AZ
  • CO
  • FL
  • HI
  • NJ
  • NC
  • MS
  • SC
  • SD
  • TN
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Firm Disclaimer:

Latitude Planning Group is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor.  Insurance services offered through Latitude Wealth Advisors, LLC.  Divorce consulting services offered through Latitude Divorce Advisors, LLC.  Latitude Wealth Advisors, LLC, Latitude Divorce Advisors, LLC and Woodbury Financial Services, Inc. are not affiliated entities.

 

This communication is strictly intended for individuals residing in the state(s) of AZ, CO, FL, HI, NJ, MS, NC, SC, SD and TN. No offers may be made or accepted from any resident outside the specific states referenced.

 

Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Ready to hire a financial advisor? Get competitive proposals from James Davis, CFP® and other advisors.
BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.