JD
CFP
JD
CFP

James Scott Davis

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
761 clients
Average Client Portfolio
$739K average
Assets Under Management
$562.7M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

3 Legacy Park Road, Suite A, Greenville, SC, 29607

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History

Regulatory History
Clean regulatory record

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.

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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
April 2021 - Present · 4 yrs 10 mos
Wealth Management Advisors, LLC
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
May 2014 - April 2021 · 6 yrs 11 mos
Ic Advisory Services, INC.
April 2011 - May 2014 · 3 yrs 1 mo
The Investment Center, INC.Broker
April 2011 - May 2014 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
September 2007 - May 2011 · 3 yrs 8 mos
Wells Fargo Advisors, LLC
August 2007 - May 2011 · 3 yrs 9 mos
Wachovia Securities, LLCBroker
July 2004 - December 2005 · 1 yr 5 mos
State Registrations4 states
FLNCSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.