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JB

James T. Baskey

SICKLE HUNTER FINANCIAL ADVISORS
TAMPA, FL 33606
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CRD#: 6132267
JB

Professional summary


James Tyler Baskey is a registered financial advisor currently at SICKLE HUNTER FINANCIAL ADVISORS located in Tampa, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. James has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
1. JTB CONSULTING ENTERPRISE LLC, Not investment related, 2414 Teresa Circle, Apt H Tampa FL 33629, CEO, 01/2021, 5 Hours, 0 hours 2. Oak Avenue Tax Advisors, Not investment related, 1646 W Snow Avenue Suite 144 Tampa FL 33606, VP, 06/2019, 10 hours, 0 hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view James Tyler Baskey'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®
None

Experience


Current

March 24, 2016 - Present

SICKLE HUNTER FINANCIAL ADVISORS

Office #1: 1646 W Snow Avenue Suite 144, Tampa, FL 33606
RIA
CRD#: 172256
TAMPA, FL
Past

March 24, 2016 - December 31, 2017

SICKLE HUNTER FINANCIAL ADVISORS

RIA
CRD#: 172256
TAMPA, FL

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.

Highlighted states indicate IAR registrations

IAR
Florida
(3/24/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/26/2016
Uniform Investment Adviser Law Examination

Current Firm


SH
SICKLE HUNTER FINANCIAL ADVISORS
HTTPS://WWW.FACEBOOK.COM/SICKLEHUNTERFA/ | YOUTUBE | TWITTER @TRAVISSICKLE | TWITTER @SICKLEHUNTERFA | THE INCREDIBLE PENNY | SICKLE HUNTER FINANCIAL ADVISORS, INC. | SICKLE HUNTER FINANCIAL ADVISORS | KTLC PROPERTIES, LLC | HTTPS://WWW.LINKEDIN.COM/COMPANY/SICKLE-HUNTER-FINANCIAL-ADVISORS

CRD#: 172256 / SEC#:

Florida
Registered Investment Advisory firm - (11/10/2014 Approved)
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Contact information


Main Address
1646 W Snow Avenue Suite 144, Tampa, FL 33606
Mailing Address
1646 W Snow Avenue Suite 144, Tampa, FL 33606
Phone number
(813) 321-6423
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts100
AUM (Assets Under Management)$ 45,000,000

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


SICKLE HUNTER FINANCIAL ADVISORS

CRD#: 172256Tampa, FL 33606

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