James Denton is a PFS-designated registered investment advisor, based in Edmond, OK, with 7 years of industry experience.
Location
Edmond, OK
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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 trustee, co-trustee, and manager for various entities, including a wealth management entity and a building rental company. He also provides consulting services to a CPA firm, sells fixed index annuities, serves on the board of directors for the Oklahoma Venture Forum and the Edmond Historical Society, and advises clients on financial planning and risk management, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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