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James Ray Skillings

18 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,216 clients
Average Client Portfolio
$220K average
Assets Under Management
$267.4M

Fee Structure

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Location

McKee Center 2894 N McKee Cir, Suite 115, Fayetteville, AR, 72703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James owns Easycorals.com, propagating and selling saltwater corals, dedicating minimal time to it. He also owns an investment-related 401k business (full-time), is an investment advisor representative with Optivise Advisory Services, LLC (nearly full-time), a SmartVestor Pro with Ramsey Solutions (about half his time), and owns a financial planning DBA (about half his time).

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 1 mo
Southeast Investments, N.c., INC.Broker
January 2018 - Present · 8 yrs 1 mo
Southeast Investments, N.c., INC.
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Optivise Advisory Services LLC
May 2019 - December 2020 · 1 yr 7 mos
Redhawk Wealth Advisors, INC.
January 2018 - February 2019 · 1 yr 1 mo
Redhawk Wealth Advisors, INC.
January 2018 - January 2018 · 0 mos
Madison Avenue Securities, LLC
July 2017 - January 2018 · 6 mos
Madison Avenue Securities, LLCBroker
June 2017 - January 2018 · 7 mos
PFS Investments INC.Broker
December 2013 - June 2017 · 3 yrs 6 mos
LPL Financial LLCBroker
November 2006 - December 2011 · 5 yrs 1 mo
PFS Investments INC.Broker
May 2003 - December 2004 · 1 yr 7 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.