James Ray Skillings
Investment adviser representative at Optivise Advisory Services LLC
24 yearsExperience
4 statesRegistered in
$287.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- 401k Wealth ManagementAug 2019 to now
- Ramsey SolutionsAug 2019 to now
- Optivise Advisory Services LLCMay 2019 to now
- 401k EducateMay 2019 to now
- Southeast Investments, N.C. Inc.Jan 2018 to now
- Eazycorals.comJun 2013 to now
- Redhawk Wealth Advisors, Inc.Jan 2018 to Feb 2019
- Ramsey SolutionsJul 2017 to Feb 2019
- Integrity Financial Services, LLCJun 2017 to Feb 2019
- Madison Avenue Securities, LLCJun 2017 to Jan 2018
- Pfs Investments IncDec 2013 to Jun 2017
- Cambridge SoundworksJan 2013 to Nov 2017
- Primerica Financial ServicesAug 2002 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 4 states (AR, MO, OK, TX).
Optivise Advisory Services LLC
$287.9MAssets managed
1,233Clients
23Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4641606
- Firm CRD
- 301764