Unclaimed
James Ryan Davenport is an Investment Advisor Representative registered with the state of North Carolina and Texas. James has been in the financial services industry since May 2014, and his career has included roles with firms such as Triad Advisors, Inc. and Twin City Hive. Currently, James is affiliated with JT Stratford, LLC, and is licensed to provide financial advice and investment management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations and pension and profit sharing plans. In addition to being an investment advisor, James works part-time as a graphic artist and designer. James is a Series 65 license holder.
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.
Consulting agreement
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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NC
09/05/2024 - Present
JT Stratford, LLC (Winston-Salem NC)
IA
Issued 09/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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