James Orth Davis

Employer firm

The Financial Advisory Group CRD 113329

Reported services (Item 5G)

• Financial planning
• FINANCIAL ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1980 → Present
  Davis & Co/Davis Tax Consulting
  San Francisco, CA
• 01/1980 → Present
  The Financial Advisory Group
  San Francisco, CA
• 06/2006 → Present
  Centaurus Financial, Inc
  Anaheim, CA

Other Businesses

DAVIS INSURANCE SERVICES, NON-INVESTMENT RELATED, SAN FRANCISCO, CA 94118, INSURANCE CONSULTING AND BROKERAGE, SOLE PROPRIETOR, SINCE 4/1/1986, DEVOTED TIME IS 1 HR A MONTH, SALE OF FIXED INSURANCE AND/OR FIXED ANNUITIES. NAME UNDER CONSIDERATION, RECENT INVENTION, NON-INVESTMENT RELATED, SAN FRANCISO, CA 94118, DESIGN, DEVELOPMENT, MANUFACTURE AND DISTRIBUTION OF NEW PRODUCTS, OWNER, SINCE 10/15/2013, DEVOTED TIME IS 20 HRS A MONTH, DESIGN AND DEVELOPMENT OF NEW PRODUCTS, DETERMINE HOW AND WHERE TO HAVE THESE PRODUCTS MANUFACTURED AND SET UP DISTRIBUTION CHANNELS FOR THE PRODUCTS. DAVIS TAX CONSULTING/SERVICE, SOLE PROPRIETOR, SINCE 12/15/1986, SAN FRANCISCO, CA 94118, PROVIDE TAX CONSULTING AND PREPARATION SERVICES, DEVOTED TIME IS 30 HRS A MONTH, NON-INVESTMENT RELATED. THE FINANCIAL ADVISORY GROUP, SOLE PROPRIETOR, SINCE 3/17/1989, SAN FRANCISCO, CA 94118, REGISTERED INVESTMENT ADVISOR, DEVOTED TIME IS 20 HRS A MONTH, INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-03-23