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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Davenport is a registered Investment Advisor Representative with JT Stratford, LLC. James has been in the industry since 1992. James holds the Series 7, 6, 63 and 65 licenses and has a background in both brokerage and advisory services. James is also a partner in Colhoun Robins Davenport & Co, LLC and CRD Properties, LLC. James's areas of expertise include financial planning, portfolio management, and pension consulting. JT Stratford, LLC is a fee-based firm and the primary advisory service provided is financial planning, investment management, and pension consulting. The firm has offices in Winston-Salem, NC and Gainesville, GA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting agreement
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
01/03/2023 - Present
JT Stratford, LLC (WINSTON-SALEM NC)
NC
08/12/2021 - 12/31/2021
SILVER OAK SECURITIES, INCORPORATED (Winston-Salem NC)
NC
01/04/1999 - 08/13/2021
TRIAD ADVISORS LLC (WINSTON-SALEM NC)
MN
01/06/1992 - 01/22/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 03/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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