James Davis
James Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, ME, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2273 Congress Street, Portland, ME, 04102
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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 a non-variable life insurance agent since 2001, dedicating minimal time to this activity. He is also a proprietor/owner of Financial Benefit Services Corporation since 2019, working a few hours per week as a fixed product agent.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Financial Benefit Services Corporation
State Registrations43 states
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