David
James
Pinnacle Wealth Advisors
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About this Advisor
David James is a financial advisor based in Nashville, Tennessee, working with Pinnacle Wealth Advisors. David has previously held positions at Trustcore, Pinnacle Wealth Advisors, Pnfp Capital Markets, Inc, and Pinnacle Bank. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, David is part of Pinnacle Wealth Advisors, which operates out of Nashville, Tennessee. The firm has 6 employees and manages assets totaling $817.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Pinnacle Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pinnacle Wealth Advisors Brokerage Details
$817,024,150
6
264
$3,094,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David James Work History
Pinnacle Wealth Advisors
Pnfp Capital Markets, Inc
Pinnacle Bank
Trustcore
Disclosures
Please visit the SEC profile of David James 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 Pinnacle Wealth Advisors
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
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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.
