Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ferrill Davenport is a financial advisor who has been in the industry since 2011. James holds Series 7 and 66 licenses. James currently works at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors, LLC, James worked at Wells Fargo Advisors, LLC and Marv Capital Inc. James has experience with insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. James is a Registered Investment Advisor and holds a license in California.
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.
Consulting services
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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2
CA
01/01/2025 - Present
Beacon Pointe Advisors, LLC (Newport Beach CA)
CA
04/03/2012 - 01/07/2014
WELLS FARGO ADVISORS, LLC (IRVINE CA)
CA
11/23/2011 - 05/09/2012
MARV CAPITAL INC. (NEWPORT BEACH CA)
BOTH
Issued 01/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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