The Financial Advisory Group

The Financial Advisory Group (CRD# 113329) is a financial advisory firm headquartered in , . They manage $42,000,000 in 195 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $215,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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.

CA

Financial Advisors at The Financial Advisory Group
Showing 1 - 1 of 1 top financial advisors.
1
James O. Davis
CRD#: 1530880
San Francisco, CA
81
Wealthminder
score

James Davis (CRD# 1530880) is an Investment Advisor Representative working at The Financial Advisory Group in San Francisco, CA and has over 31 years of experience in the finance industry. James Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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