James Skillings (CRD# 4641606) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Fayetteville, AR and has over 20 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ramsey Solutions | Franklin, TN | Aug 2019 - Current | 4 |
| 401k Wealth Management | Fayetteville, AR | Aug 2019 - Current | 4 |
| Optivise Advisory Services | Coppell, TX | May 2019 - Current | 5 |
| 401k Educate | Fayetteville, AR | May 2019 - Current | 5 |
| Southeast Investments, N.c. Inc. | Charlotte, NC | Jan 2018 - Current | 6 |
| Eazycorals.com | Stillwater, OK | Jun 2013 - Current | 10 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Jan 2018 - Feb 2019 | 1 |
| Ramsey Solutions | Brentwood, TN | Jul 2017 - Feb 2019 | 1 |
| Integrity Financial Services, LLC | Tulsa, OK | Jun 2017 - Feb 2019 | 1 |
| Madison Avenue Securities, LLC | San Diego, CA | Jun 2017 - Jan 2018 | < 1 |
| Cambridge Soundworks | Stillwater, OK | Jan 2013 - Nov 2017 | 4 |
| Pfs Investments Inc. | Tulsa, OK | Dec 2013 - Jun 2017 | 3 |
| Primerica Financial Services | Tulsa, OK | Aug 2002 - Jun 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- AR
- OK
- TX
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts1,611ACCOUNTS
-
Average Account Value$157,991
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, IN, KS, LA, ME, NC, OH, OK, PA, TN, TX, WI
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