James
Davis
Independent Financial Partners
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About this Advisor
James Davis is a financial advisor based in Columbia, Tennessee, working with Independent Financial Partners. James has previously held positions at Lpl Financial, LLC, Independent Financial Partners, and Ifp Securities, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Arkansas, Connecticut, Florida, Georgia, Indiana, Kansas, Kentucky, Michigan, Mississippi, Missouri, Montana, Ohio, Oklahoma, South Carolina, South Dakota, Tennessee, Texas, Utah, and Virginia. Currently, James is part of Independent Financial Partners, which operates out of Columbia, Tennessee. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 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, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Office Location
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Independent Financial Partners Brokerage Details
$9,761,355,350
267
37,391
$261,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
James Davis Work History
Ifp Securities, LLC
Independent Financial Partners
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of James Davis 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 Independent Financial Partners
Tampa, FL
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Dublin, OH
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Hastings, NE
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Powell, OH
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