Gourlie Financial Services
Gourlie Financial Services (CRD# 119380) is a financial advisory firm headquartered in Geneva, OH. They manage $35,819,107 in 277 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts277ACCOUNTS
Average Account Value$129,311
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
James Gourlie (CRD# 1183794) is an Investment Advisor Representative working at Gourlie Financial Services in Geneva , OH and has over 31 years of experience in the finance industry. James Gourlie 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.