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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 Davis is a financial advisor with over 46 years of experience in the financial services industry. James Davis has been registered with M Holdings Securities, Inc. since January of 2001 and has previously worked with MUTUAL SERVICE CORPORATION and CAPITAL ANALYSTS, INCORPORATED. James is a Registered Representative and holds the Series 1, 7, 24 and 63 licenses along with the SIE exam. James Davis is also a Chartered Financial Consultant and Chartered Financial Analyst. James Davis specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. James Davis also provides a variety of other services, including financial planning, pension consulting, and portfolio management.
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
TN
09/11/2024 - Present
M Holdings Securities, Inc. (NASHVILLE TN)
MA
01/01/1993 - 12/31/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
09/27/1977 - 12/04/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 10/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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