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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 Benton Lisle is a financial advisor with over 40 years of experience in the industry. James currently works at D.A. Davidson & Co. James has a strong track record of success, with experience in both brokerage and investment advisory services. James has a broad range of expertise, including investment management, financial planning and retirement planning. James holds the Series 7, Series 24, Series 63, and Series 65 licenses. James is committed to providing personalized financial advice and working with clients to reach their financial goals. James has served as a president/general partner of L&L Investments, a sub-S corporation with interests in oil & gas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
OK
09/09/2019 - Present
D.a. Davidson & Co. (OKLAHOMA CITY OK)
OK
11/28/2007 - 09/10/2019
WELLS NELSON & ASSOCIATES, L.L.C. (OKLAHOMA CITY OK)
OK
06/01/1995 - 12/03/2007
CAPITAL WEST SECURITIES, INC. (OKLAHOMA CITY OK)
MO
12/02/1986 - 06/01/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NA
08/27/1979 - 12/11/1986
ROTAN MOSLE INC.
NA
02/24/1978 - 09/30/1979
DEAN WITTER REYNOLDS INC.
NA
03/10/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
01/17/1976 - 03/03/1976
HOPPIN, WATSON, INC.
IA
Issued 07/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1986
PC - AMEX Put and Call Exam
BC
Issued 01/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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