James GuyotCRD Number: 4517834
Current Firm: Creative Financial Designs, Inc.
James Guyot (CRD# 4517834) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 15 years of experience in the finance industry. James Guyot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Cfd Investments, Inc.||Kokomo, IN||Nov 2007 - Current||10|
|Creative Financial Designs, Inc.||Kokomo, IN||Nov 2007 - Current||10|
|Lighthouse Financial Strategies||Lenexa, KS||Nov 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
- Customer Dispute
Total Assets Under Management918MILLIONS
Total Number of Accounts7,444ACCOUNTS
Average Account Value$123,308
- 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
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV