James
Danovich

Advisory Services Network

CRD#2782748
Investment Advisor
in Phoenix, AZ

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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

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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

Siegfreid Lauren
Lexington, KY
Inderjit Samra
Atlanta, GA
Nicole Horsch
Atlanta, GA
Justin Dorton
Camden, SC
Penny Mccall
Atlanta, GA
Richard Austin
Merrimack, NH
Miao Zhu
Tampa, FL
Edward Egliskis
San Antonio, TX

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.

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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.

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