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
By the Numbers
-
Total Assets Under Management97MILLION
-
Total Number of Accounts305ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, IL, KY, NE, TX
Financial Advisors at David James Financial
1
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 (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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.