James Christopher Dance
Investment adviser representative at Havenshare Financial, LLC
14 yearsExperience
1 stateRegistered in
$670.5MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Havenshare Financial, LLCJun 2013 to now
- UnemployedApr 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Havenshare Financial, LLC
$670.5MAssets managed
7Clients
2Advisers
11 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
- 6189492
- Firm CRD
- 167236