DJ
David James
from Pinnacle Wealth Advisors
David James is a financial advisor based in Tennessee, Nashville,
with 31 years of experience. David currently works for
Pinnacle Wealth Advisors.
David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David James works at Pinnacle Wealth Advisors
Pinnacle Wealth Advisors is a financial advisory firm based in Nashville, Tennessee. It currently has approximately $698,752,542 of assets under management and employs about 4 people. Pinnacle Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
150 Third Avenue South, Ste 900, Nashville, Tennessee, 37201
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