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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 Franklin Davenport is a financial advisor with over 25 years of experience in the financial services industry. James is currently registered as an Investment Advisor Representative (IAR) with Crewe Advisors, a registered investment advisor (RIA) based in Salt Lake City, UT. Prior to joining Crewe Advisors, James was an IAR with OSAIC WEALTH, INC. He has also held previous roles with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Signator Investors, Inc.. James has a strong background in financial planning, portfolio management, and investment advisory services. He holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. He is also a Certified Financial Planner (CFP®). James has a strong commitment to providing personalized financial advice to individuals, families, and businesses.
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.
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.
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UT
02/07/2024 - Present
Crewe Advisors (SALT LAKE CITY UT)
UT
03/07/2013 - 02/06/2024
OSAIC WEALTH, INC. (SOUTH JORDAN UT)
UT
07/14/1999 - 03/06/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
UT
07/14/1999 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (SALT LAKE CITY UT)
MA
06/20/1997 - 09/03/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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