James Scott Davis, CFP

Overview

James Scott Davis is an insurance agent, a registered representative and an investment adviser representative based in Greenville, SC, with 22 years in the industry.

Years in the industry

22

States registered

4

Exams passed

3

Current firms

2

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Registered in 4 states

• Producer
• Series 63
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Arkadios CapitalCurrent firm
• Wealth Management Advisors, LLCCurrent firm

Employment history since 2004

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file