James Scott Davis
Investment adviser representative at Wealth Management Advisors, LLC
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$686.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Arkadios CapitalApr 2021 to now
- Wealth Management Advisors, LLCMay 2014 to now
- Wagner Wealth ManagementApr 2011 to now
- Triad Advisors, Inc.May 2014 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
Wealth Management Advisors, LLC
$686.1MAssets managed
739Clients
5Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4788164
- Firm CRD
- 171260