Unclaimed Profile

James Robert Davis

HILL COUNTRY RETIREMENT SOLUTIONS LLC·BOERNE, Texas

SIE, Series 6, Series 7, Series 63, Series 6617 years registeredHILL COUNTRY RETIREMENT SOLUTIONS LLC

2 SPENCER ROAD, BOERNE, TX 78006CRD# 4115545Firm CRD# 307376

Profile Verification

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

Identity

James Robert Davis · BOERNE, TX

Registration

CRD #4115545 · HILL COUNTRY RETIREMENT SOLUTIONS LLC · 17 years registered

Brand Profile

Not yet started

Career History

HILL COUNTRY GROUP

Mar 2020 – present

WESTPARK WEALTH ADVISORS, INC.

Oct 2013 – Mar 2020

BOERNE, TX

EAGLE STRATEGIES LLC

Nov 2010 – Oct 2013

BOERNE, TX

IMS FINANCIAL ADVISORS, INC.

Nov 2008 – Oct 2010

BOERNE, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · November 19, 2008

Years registered · 17

Disclosure History

2019Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HILL COUNTRY RETIREMENT SOLUTIONS LLC

CRD 307376 · SEC 801-122675

AUM

$180M

Regulatory assets under management

Employees

506 client accounts

Services offered by HILL COUNTRY RETIREMENT SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HILL COUNTRY RETIREMENT SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does James Robert Davis offer?

James Robert Davis specializes in Financial Planning, Investment Management. Contact their office in BOERNE, Texas for a consultation.

What are James Robert Davis's credentials?

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

Where is James Robert Davis located?

James Robert Davis is based in BOERNE, Texas, working with HILL COUNTRY RETIREMENT SOLUTIONS LLC. Their office serves clients in the BOERNE metropolitan area and surrounding communities.

How does James Robert Davis charge for services?

James Robert Davis'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 HILL COUNTRY RETIREMENT SOLUTIONS LLC?

HILL COUNTRY RETIREMENT SOLUTIONS LLC has approximately 6 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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