James R. Davis,  CFP<sup>&reg;</sup> - Financial Advisor

James R. Davis, CFP®

Wealth Advisor

Mariner Wealth Advisors

17767 N Scottsdale Rd, Suite 310
Scottsdale, AZ 85255
FINANCIAL ADVISOR'S WEBSITE
(480) 527-0505 CONNECT WITH James
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General

James Davis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mariner Wealth Advisors in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Insurance, Retirement, Long-term Care, Starting a Family, Sudden Wealth

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