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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $129,311
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Gourlie Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
James M. Gourlie
CRD#: 1183794
265 West Main Street, Geneva , OH 44041
96
Wealthminder
score

James Gourlie (CRD# 1183794) is an Investment Advisor Representative working at Gourlie Financial Services in Geneva , OH and has over 32 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.

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