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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 Taylor Davis is a financial advisor with Meridian Wealth Management, LLC. James has been in the financial industry since 2017 and holds Series 6, 7TO, 63 and 65 licenses. James is a Registered Investment Advisor in Kentucky. James provides financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services to individuals, corporations and charitable organizations. James is also a 100% owner of Transformed Coaching, a non-business related venture that coaches Northwestern Mutual reps on abundance mindset.
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.
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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KY
06/10/2024 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
KY
12/13/2017 - 06/21/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEXINGTON KY)
IA
Issued 05/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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