Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tyson Davis is a financial advisor with Truist Advisory Services, Inc., located in Lexington, KY. James has over 20 years of experience in the financial services industry. James is a registered representative with FINRA and holds Series 7, 63, and 65 securities licenses. James's experience includes working with high-net-worth individuals, corporations, and charitable organizations. James specializes in providing financial planning, portfolio management, and wealth management services.
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.
Wrap fee product and financial profiling services using desktop software
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
KY
12/08/2021 - Present
Truist Advisory Services, Inc. (LEXINGTON KY)
VA
11/14/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
KY
01/01/2008 - 11/17/2014
WELLS FARGO ADVISORS, LLC (LEXINGTON KY)
KY
05/17/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LEXINGTON KY)
IA
Issued 04/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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