James Davenport (CRD# 2200818) is an Investment Advisor Representative working at Jt Stratford, LLC in Winston Salem, NC and has over 32 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jt Stratford, LLC | Winston-salem, NC | Jul 2015 - Current | 8 |
| Silver Oak Securities, Inc. | Jackson, TN | Aug 2021 - Dec 2021 | < 1 |
| Triad Advisors, Inc. | Winston-salem, NC | Feb 1998 - Aug 2021 | 23 |
| Colhoun, Robins Davenport Company, LLC | Winston-salem, NC | Apr 1996 - Aug 2015 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- NC
- TX
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Total Assets Under Management645MILLIONS
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Total Number of Accounts2,279ACCOUNTS
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Average Account Value$282,954
- 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)
- Other
AL, CO, FL, GA, LA, NC, PA, SC, TN, TX, VA
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