James Davis is a CFP-designated registered investment advisor, based in Greenville, SC, with 20 years of industry experience.
Location
3 Legacy Park Road, Suite A, Greenville, SC, 29607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is involved in several outside business activities, including Wagner Wealth Management, Wealth Management Advisors LLC, J Scott Davis, J Scott Davis LLC, MC Davis Designs, and Antonakos Foundation. He also works as an independent insurance producer, presenting, reviewing, and processing life and disability insurance applications, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Arkadios CapitalBroker
Wealth Management Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wachovia Securities, LLCBroker
State Registrations4 states
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