Unclaimed Profile

David Morris James

PINNACLE WEALTH ADVISORS·NASHVILLE, Tennessee

Clean recordPINNACLE WEALTH ADVISORS

150 THIRD AVENUE SOUTH, NASHVILLE, TN 37201CRD# 1843062Firm CRD# 132634

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Morris James · NASHVILLE, TN

Registration

CRD #1843062 · PINNACLE WEALTH ADVISORS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Morris James is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with PINNACLE WEALTH ADVISORS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PINNACLE WEALTH ADVISORS

AUM

$817M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PINNACLE WEALTH ADVISORS →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1843062

Firm CRD# 132634

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Morris James offer?

David Morris James specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are David Morris James's credentials?

David Morris James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Morris James located?

David Morris James is based in NASHVILLE, Tennessee, working with PINNACLE WEALTH ADVISORS. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does David Morris James charge for services?

David Morris James's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE WEALTH ADVISORS?

PINNACLE WEALTH ADVISORS has approximately 6 employees and manages $817M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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