James O. Davis, MBA, CFP®, founder and senior financial planner of The Financial Advisory Group has over thirty years of investment experience. He is a Registered Investment Advisor and is licensed as an investment broker, insurance broker, and tax advisor, with an active practice in all of these areas. He has served as an expert witness on planning and investments, addressed numerous trade groups and associations, and is frequently featured as a speaker at educational seminars.
Prior to formally entering the field of investment management,
financial and tax planning, Mr. Davis was responsible for planning
activities involving hundreds of millions of dollars in various analysis
and operating capacities. Including nine years with General Motors and
Mellon Bank, he spent over twenty years in corporate responsibilities,
serving as chief financial officer in a number of organizations.
Registrations & Licenses
through Centaurus Financial, Inc., a Registered Broker/Dealer, Member