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JS

James R. Skillings

OPTIVISE ADVISORY SERVICES
Fayetteville, AR 72703
Some features on this profile are disabled
CRD#: 4641606
JS

Professional summary

James Ray Skillings is a registered financial advisor currently at OPTIVISE ADVISORY SERVICES LLC located in Fayetteville, Arkansas and SOUTHEAST INVESTMENTS, N.C., INC. located in Fayetteville, Arkansas.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. James has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Ray Skillings's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 5, 2021 - Present

OPTIVISE ADVISORY SERVICES LLC

Office #1: Mckee Center 2894 N Mckee Cir Suite 115, Fayetteville, AR 72703
RIA
CRD#: 301764
Fayetteville, AR
Current

January 23, 2018 - Present

SOUTHEAST INVESTMENTS, N.C., INC.

Office #1: 2894 N Mckee Cir Suite 115, Fayetteville, AR 72703
RIA
BD
CRD#: 43035
Fayetteville, AR
Past

May 9, 2019 - December 31, 2020

OPTIVISE ADVISORY SERVICES LLC

RIA
CRD#: 301764
Stillwater, OK
Past

January 23, 2018 - February 20, 2019

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
Tulsa, OK
Past

January 8, 2018 - January 10, 2018

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
Tulsa, OK
Past

July 7, 2017 - January 18, 2018

MADISON AVENUE SECURITIES, LLC

RIA
CRD#: 23224
Tulsa, OK
Past

June 14, 2017 - January 18, 2018

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
Tulsa, OK
Past

December 17, 2013 - June 16, 2017

PFS INVESTMENTS INC.

BD
CRD#: 10111
TULSA, OK
Past

November 13, 2006 - December 21, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
STILLWATER, OK
Past

May 5, 2003 - December 31, 2004

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OA
OPTIVISE ADVISORY SERVICES LLC
401K WEALTH MANAGEMENT | THE CLOQUETTE GROUP | SHIELD FINANCIAL GROUP | OPTIVISE ADVISORY SERVICES LLC | LS WEALTH MANAGEMENT | KEVIN MOSS FINANCIAL MANAGEMENT

CRD#: 301764 / SEC#: 801-115232

RIA
Registered Investment Advisory firm - (5/3/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/13/2022)
RR
Arkansas
(9/16/2019)
IAR
Arkansas
(1/5/2021)
RR
Colorado
(7/27/2022)
RR
Kansas
(3/25/2020)
RR
Louisiana
(2/27/2024)
RR
Missouri
(3/3/2021)
IAR
Missouri
(4/6/2026)
RR
New Mexico
(8/18/2021)
RR
Oklahoma
(1/23/2018)
IAR
Oklahoma
(1/5/2021)
RR
Texas
(2/16/2021)
IAR
Texas
(9/14/2022)
RR
Washington
(2/6/2023)
RR
Wisconsin
(2/25/2025)
RR
Wyoming
(11/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/7/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/9/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/1/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/2/2003
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

OA
OPTIVISE ADVISORY SERVICES LLC
401K WEALTH MANAGEMENT | THE CLOQUETTE GROUP | SHIELD FINANCIAL GROUP | OPTIVISE ADVISORY SERVICES LLC | LS WEALTH MANAGEMENT | KEVIN MOSS FINANCIAL MANAGEMENT

CRD#: 301764 / SEC#: 801-115232

RIA
Registered Investment Advisory firm - (5/3/2019 Approved)
PREMIUM
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Contact information

Main Address
109 Holiday Ct Suite A6, Franklin, TN 37067
Mailing Address
Phone number
(855) 378-1806
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/21/2025)

Regulatory assets under management

Total Number of Accounts1,761
AUM (Assets Under Management)$ 267,384,088

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764Fayetteville, AR 72703

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