James
Danovich

Advisory Services Network

CRD#2782748
Investment Advisor
in Phoenix, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Danovich is a financial advisor based in Phoenix, Arizona, working with Advisory Services Network. James has previously held positions at Money Concepts Capital Corp, Danovich Financial & Tax Services, Pllc, Advisory Services Network, LLC, Byzantine Catholic Eparchy Of Phoenix, and Calton & Associates, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, James is part of Advisory Services Network, which operates out of Phoenix, Arizona. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7227 N 16Th Street Ste 230
Phoenix, AZ 85020

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

AZ Average: $3,570,121,308
Total Number of Employees

215

AZ Average: 58
Total Number of Accounts

24,286

AZ Average: 1,608
Average Account Size

$280,767

AZ Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

James Danovich Work History

2024 - Present (0 year)

Advisory Services Network, LLC

2024 - Present (0 year)

Calton & Associates, Inc

1996 - Present (28 years)

Money Concepts Capital Corp

1995 - Present (29 years)

Danovich Financial & Tax Services, Pllc

2016 - 2021 (5 years)

Byzantine Catholic Eparchy Of Phoenix

Disclosures

Please visit the SEC profile of James Danovich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisory Services Network

Kaleb Bridgemohan
Atlanta, GA
Edmund Hilston
Merrimack, NH
Matthew Lichtman
Atlanta, GA
Jerry Ford
Atlanta, GA
Justin Dorton
Camden, SC
Michael Miller
Mequon, WI
Miao Zhu
Tampa, FL
Richard Austin
Merrimack, NH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started