Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Horace Davis is a financial advisor with over 20 years of experience in the industry. James currently works at Kestra Advisory Services, LLC, where he provides financial planning, portfolio management, and selection of other advisors. James has a broad range of experience working with clients of all types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. James is registered in Alabama, Florida, Georgia, Kentucky, New York, North Carolina, Ohio, South Carolina, Tennessee, and Texas.
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.
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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2
TX
04/05/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TN
09/29/2000 - 04/01/2022
NBC SECURITIES, INC. (BRENTWOOD TN)
FL
12/03/1992 - 10/03/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TN
03/05/1986 - 12/05/1992
ADVANCED FINANCIAL PLANNING SECURITIES CORPORATION (BRENTWOOD TN)
NA
06/17/1974 - 02/08/1986
CAPITAL ANALYSTS, INCORPORATED
NA
11/16/1973 - 08/15/1974
ADVANCED FINANCIAL PLANNING CORP
BOTH
Issued 09/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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