James P Miley
Investment adviser representative at Hays Financial Group, LLC
16 yearsExperience
2 statesRegistered in
$7.5BFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Hays Financial Group, LLCMay 2021 to now
- The Hays Financial Group, LLCMay 2021 to now
- LPL Financial, LLCMay 2017 to now
- Global Retirement Partners, LLCMay 2017 to May 2021
- RBC Capital MarketsOct 2010 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, MN).
Hays Financial Group, LLC
$7.5BAssets managed
572Clients
4Advisers
5 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
- 5265672
- Firm CRD
- 306877