Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Davis is a financial advisor who has been in the industry for over 20 years. James is currently registered with Hill Country Group and has been a partner there since 2004. James provides comprehensive planning for individuals and businesses and also offers insurance products. James is also a partner in RPB Independent Insurance, offering health and property & casualty insurance. James has worked for other firms in the past, including Calton & Associates, Inc., IMS Securities, Inc., and NYLIFE Securities LLC. James has a wide range of experience in the financial services industry.
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.
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
03/23/2020 - Present
Hill Country Group (BOERNE TX)
TX
11/09/2017 - 01/05/2021
CALTON & ASSOCIATES, INC. (Boerne TX)
TX
10/04/2013 - 11/09/2017
IMS SECURITIES, INC. (BOERNE TX)
TX
10/25/2010 - 10/11/2013
NYLIFE SECURITIES LLC (BOERNE TX)
TX
07/28/2005 - 10/19/2010
IMS SECURITIES, INC. (BOERNE TX)
MA
01/17/2000 - 07/28/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 04/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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