Wells Fargo Advisors
44yrs
Top advisor by experience in Ridgeland
2yrs
James McDavid is a fiduciary financial advisor in Ridgeland, Mississippi, with 2 years in the industry. James joined Primerica Advisors in 2025, a firm offering investment management. The firm is paid through a percentage of assets.
One of 237 advisors with offices in Ridgeland, and one of 220 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office405 W Parkway Pl Suite 125, Ridgeland, MS 39157
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowPFS Investments Inc.Current firm
Contact James
(833) 786-0550Firm headquarters in Duluth, GA. Ask for James. 405 W Parkway Pl Suite 125Ridgeland, MS 39157Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask James
Tailored to James’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Primerica Advisors at (833) 786-0550 and ask for James McDavid. James works from the Ridgeland, MS office.
How long has James been a financial advisor?
James has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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