James Davis
James Davis is a registered investment advisor at Reg Davis Investments, LLC, based in Grand Prairie, TX, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Reg Davis Investments charges a percentage of your portfolio annually, ranging from 0.25% to 2%. These fees are negotiable. The fee is based on the daily value of your investments and is charged after the period. You'll need to agree to have the fees directly debited from your investment account. There is a minimum account size of $5,000.
Location
Grand Prairie, TX
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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 registered with United Healthcare to offer Medicare Supplement and Medicare Advantage plans.
Employment History
Current Registrations
Reg Davis Investments, LLC
Previous Registrations
Reg Davis Investments, L.L.C.
Hodges Capital Management INC
First Dallas Securities, INC.
Compass Brokerage, INC.
S & P Investors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.