Professional Wealth Advisors, LLC
Jim Davids MBA is an experienced finance professional with a background in wealth management and trading. Currently serving as Director of Trading and Wealth Advisor at Professional Wealth Advisors, LLC since June 1999, Jim focuses on creating investment solutions that align with clients' retirement goals. Previously, Jim held the position of Director of Trading at Dorion-Gray Retirement Planning from March 1999 to October 2023, emphasizing the importance of client-centric investment advice. Jim holds a Bachelor of Science in Business Administration from Columbia College and an MBA in Finance & Accounting from Regis University.
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Professional Wealth Advisors, LLC
We are a client-focused wealth management firm providing guidance for business owners and executives, independent women, endowments and foundations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NE, NJ, NC, OH, OK, PA, SC, SD, TN, TX, VA, WA, and WI.