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James C Davis IV, Financial Advisor serving the Bellevue, OH area - Ameriprise Advisors

James C Davis IV

Financial Advisor

WealthBridge Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 10 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Bachelor's of Business Administration, University of Toledo, Toledo, Ohio

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Financial Advisor, Raymond James, 2006-2019, Bellevue, OH, 2006-2019

Community participation

I currently serve on the board of directors for the following non-profit organizations:

  • Bellevue Rotary Service Foundation
  • Bellevue United Selective Fund
  • The Bellevue Hospital Foundation
  • The Willows of Bellevue Community Advisory Board