David James Financial

David James Financial (CRD# 306301) is a financial advisory firm headquartered in North Liberty, IA. They manage $96,645,263 in 305 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
595 Ashley Court Suite 2, North Liberty, IA 52317
https://www.lanefamilywm.com/
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $316,870
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IL, KY, NE, TX

Financial Advisors at David James Financial
Showing 1 - 2 of 2 top financial advisors.
1
David Lane, financial advisor North Liberty IA
David J. Lane
CRD#: 6373550
595 Ashley Court Suite 2, North Liberty, IA 52317

David Lane (CRD# 6373550) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 9 years of experience in the finance industry.

2
David Senkyr, financial advisor North Liberty IA
David P. Senkyr
CRD#: 4311689
595 Ashley Court Suite 2, North Liberty, IA 52317

David Senkyr (CRD# 4311689) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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