JD
JD
James Davis is a registered investment advisor, based in Columbia, TN, with 26 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
611 N. Main Street, Columbia, TN, 38401
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2022Settled
Customer Dispute
August 2022Settled
Other Business ActivitiesSells Insurance
James sells fixed insurance products, dedicating about 10-20% of his time to this activity. He is also an owner of Grow Live Give, providing financial planning and investment management, and is involved in rental property management, land consulting, and serves on a church finance committee.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs 5 mos
Independent Financial Partners
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
LPL Financial LLC
April 2010 - March 2017 · 6 yrs 11 mos
LPL Financial LLCBroker
April 2010 - May 2019 · 9 yrs 1 mo
VALIC Financial Advisors, INC.
December 2008 - April 2010 · 1 yr 4 mos
VALIC Financial Advisors, INC.Broker
August 2008 - April 2010 · 1 yr 8 mos
LPL Financial Corporation
March 2004 - August 2008 · 4 yrs 5 mos
LPL Financial CorporationBroker
September 2000 - August 2008 · 7 yrs 11 mos
State Registrations17 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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