James Gay (CRD# 5097626) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 8 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advus Financial Partners, LLC | Lake Mary, FL | Jun 2022 - Current | 1 |
| Oak Square Advisors, Inc. | Winter Park, FL | Oct 2018 - Oct 2022 | 4 |
| U.s. Employee Benefits Services Group LLC | Winter Park, FL | Jan 2015 - Oct 2022 | 7 |
| Frs Partners | Winter Park, FL | Apr 2012 - Oct 2022 | 10 |
| Planmember Securities, Corp. | Winter Park, FL | Oct 2007 - Oct 2022 | 15 |
| Retirement Planning Associates | Winter Park, FL | Jan 2006 - Oct 2022 | 16 |
| J.d.g. Associates, Inc. D/b/a Oak Square Insurance Services | Winter Park, FL | Aug 2005 - Oct 2022 | 17 |
| State Retirement Partners Incorporated | Winter Park, FL | Mar 2015 - Jan 2017 | 1 |
| Inclusiv, Inc. | Winter Park, FL | Dec 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
| S63 | Uniform Securities State Law Examination | May 2016 |
- FL
-
Total Assets Under Management2,764MILLIONS
-
Total Number of Accounts1,168ACCOUNTS
-
Average Account Value$2,366,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, GA, LA, MA, NH, NJ, NY, RI, TX
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