James Davis, CFP®
CRD Number: 5571675
Current Firm: Woodbury Financial Services, Inc.
Compensation Model: Both
Reed began his career in 2008 in the midst of the financial crisis. While the timing presented obstacles, it also presented an opportunity because it provided a unique perspective on the importance of proper financial planning and the damage that can ensue when a family's planning is incomplete or not effectively coordinated and organized. As a CERTIFIED FINANCIAL PLANNER™, Reed spends his time managing the financial affairs for a group of successful families and business owners and brings value to our clients by walking them through a goal-based planning process to ensure that the proper planning is in place. In 2013, Reed launched additional corporate retirement services to help business owners manage their retirement and succession planning responsibilities. Reed has earned a Bachelor of Science degree in Political Science with a Minor in Business and a Certificate of International Studies from Arizona State University.
A native of Knoxville, TN, Reed is an avid Tennessee Volunteers fan and in his free time enjoys playing golf, guitar and traveling with his wife, Taylor.
Commonwealth Financial Network
Triad Advisors, LLC
|Woodbury Financial Services, Inc.||Scottsdale, AZ||Dec 2012 - Current||7|
|Multi-financial Securities Corporation||Denver, CO||Aug 2008 - Dec 2012||4|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Aug 2008|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management7,632MILLIONS
Total Number of Accounts45,748ACCOUNTS
Average Account Value$166,823
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Latitude Planning Group is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through Latitude Wealth Advisors, LLC. Divorce consulting services offered through Latitude Divorce Advisors, LLC. Latitude Wealth Advisors, LLC, Latitude Divorce Advisors, LLC and Woodbury Financial Services, Inc. are not affiliated entities.
This communication is strictly intended for individuals residing in the state(s) of AZ, CO, FL, HI, NJ, MS, NC, SC, SD and TN. No offers may be made or accepted from any resident outside the specific states referenced.
Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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