Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames E. Davidson is a financial advisor with over 20 years of experience in the industry. James has been registered with Davenport & Co. LLC since July 2007 and has a broad range of experience in the industry having previously worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. James holds the Series 66, Series 31, Series 7 and SIE licenses and has earned the Certified Financial Planner designation. James specializes in working with individuals, businesses, corporations, investment companies, high-net-worth individuals, charitable organizations, pension and profit-sharing plans and pooled investment vehicles. James has a strong commitment to providing personalized financial advice to clients.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
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2
VA
07/27/2007 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
02/21/2006 - 08/06/2007
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
MD
01/02/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 01/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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