Our Clients

We work with a large variety of clients in all aspects of financial planning. The following links describe the type of clients we normally work with, and how we work together to achieve success.  Click the links below for client requirements (a description of clients served) and the nature of our relationships with clients and client agreements. 

Client's Requirements (Description of Clients Served)

Nature of Client Relationships

Ways We Work with Clients


Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA  & SIPC
Centaurus Financial Inc. and The Financial Advisory Group are not affiliated companies.
James O. Davis, Registered Representative [California Insurance License #0712211]