JS
James R. Skillings
OPTIVISE ADVISORY SERVICES LLC
Fayetteville, AR 72703
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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 Charlotte, North Carolina.
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.
NAME: EASYCORALS.COM; INV RELATED: NO; ADDRESS: 2600 E Pleasant Ln, Rogers, AR 72758; NATURE: PROPAGATION AND SELL OF SALTWATER CORALS; POSITION: SOLE OWNER; START DATE:06/2013; HOURS/MONTH: 4; TRADING HOURS/MONTH: 0; DUTIES: MARKETING, SALES, MANAGEMENT, AND OPERATIONS. 401k Educate: 2894 N. McKee Cir, Suite 115, Fayetteville, AR 72703. 05/2019. I am the owner of this investment-related 401k business. I will devote 160 hours per month to this business. I am compensated by fees. Optivise Advisory Services, LLC: 9111 Cypress Waters Blvd, Suite 140, Dallas, TX 75019. 05/2019. I am a investment advisor representative with this RIA firm. I will devote 150 hours per month to this business. I am compensated by fees. Ramsey Solutions: 1011 Reams Fleing Blvd, Franklin, TN 37064. 08/2019. I a a SmartVestor Pro with this client lead service. I will devote 80 hours per month to this business. I am compensated by commissions and fees. 401k Wealth Management: 2894 N McKee Cir, Suite 115, Fayetteville, AR 72703. 08/2019. I am owner of this financial planning DBA. I will devote 80 hours per month to this business. I am compensated by fees and commissions.
CRS (Client Relationship Summary) - RIA
Click below to view James Ray Skillings's 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®
NoneExperience
Current
January 5, 2021 - Present
OPTIVISE ADVISORY SERVICES LLC
Office #1: Mckee Center 2894 N Mckee Cir Suite 115, Fayetteville, AR 72703RIA
CRD#: 301764
Fayetteville, AR
Current
January 23, 2018 - Present
SOUTHEAST INVESTMENTS, N.C., INC.
Office #1: 820 Tyvola Road, Suite 104, Charlotte, NC 28217RIA
BD
CRD#: 43035
Charlotte, NC
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)
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck 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 (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,761 |
| AUM (Assets Under Management) | $ 267,384,088 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
