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James Ray Skillings

Advisor at Optivise Advisory Services LLC — Fayetteville, AR

Updated today

Credentials

Series 63, Series 66

Experience

19 years

Location

Fayetteville, AR 72703

Optivise Advisory Services LLC logo

Optivise Advisory Services LLC

Team

Total advisors

22

Across 18 offices

Clients per advisor

56 Typical

Avg AUM per client

$234,025 Very Low

HNW client ratio

4% Very Low

About

James Skillings is a financial advisor with Optivise Advisory Services LLC in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Ramsey Solutions, 401k Wealth Management, and Redhawk Wealth Advisors. In addition to his advisory work, he is the sole owner of Easycorals.com, a business focused on propagating and selling saltwater corals. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and comprehensive reporting tools.

Client services

Based on Optivise Advisory Services LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management

Occupation focus

Based on Optivise Advisory Services LLC

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees up to $10,000 for broad-based financial planning services; potentially higher on case-by-case basis

Percentage

$0+: Up to 1.80% annually (Non-Options-Based Account) $0+: Up to 1.95% annually (Options-Based Account)

Commissions

Commissions on insurance products sold through affiliated insurance agency; commissions on physical gold and silver sales through designated third parties

Project-based

Up to $200 per hour for specific financial planning services

Subscriptions

Monthly recurring fee between $30 and $200 per account for employer-sponsored defined contribution plan services

Other

Fee-only: Fixed fees up to $10,000 for financial planning services; hourly fees up to $200/hour for specific services; monthly recurring fees between $30 and $200 for employer-sponsored defined contribution plan advice

Location

See office

Fayetteville, AR

Mc Kee Center 2894 N Mc Kee Cir, Suite 115

Fayetteville AR 72703

Advisors at this office

1

Most active in

Arkansas · Missouri · Oklahoma · Texas

Work history

19 years of industry experience

Ramsey Solutions

2019 - Present • 7 years

Franklin, TN

401k Wealth Management

2019 - Present • 7 years

Bentonville, AR

Optivise Advisory Services

2019 - Present • 7 years

Coppell, TX

401k Educate

2019 - Present • 7 years

Bentonville, AR

Southeast Investments, N.C. Inc.

2018 - Present • 8 years

Charlotte, NC

Redhawk Wealth Advisors, Inc.

2018 - 2019 • 1 year

Minneapolis, MN

Ramsey Solutions

2017 - 2019 • 2 years

Brentwood, TN

Integrity Financial Services, LLC

2017 - 2019 • 2 years

Tulsa, OK

Madison Avenue Securities, LLC

2017 - 2018 • 1 year

San Diego, CA

Pfs Investments Inc

2013 - 2017 • 4 years

Tulsa, OK

Eazycorals.com

2013 - Present • 13 years

Stillwater, OK

Cambridge SoundWorks

2013 - 2017 • 4 years

Stillwater, OK

Primerica Financial services

2002 - 2017 • 15 years

Tulsa, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeannette T

Series 66

Farmington, AR

Hulsey Capital Management, Inc.

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Wealth management College savings (529s, UTMA, etc.)
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Darren V

Series 63, Series 65

Lowell, AR

Tekton Wealth Advisors

Darren Vilardo Sr. is the sole advisor at Tekton Wealth Advisors, an independent firm based in Lowell, Arkansas. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including prior roles at DaVinci Wealth, Delta Investment Management, and Citigroup Global Markets. Darren is also involved with Tekton Wealth Insurance Services, LLC, where he works as a licensed insurance agent. Tekton Wealth Advisors provides financial planning, consulting, and portfolio management services for individuals, trusts, and estates, including assets in employer-sponsored retirement plans and insurance-wrapped products. The firm constructs portfolios through selected independent managers and personalized mixes of ETFs, mutual funds, stocks, bonds, and alternative investments, employing a combination of analytical methods and ongoing account monitoring.

General retirement planning Wealth management Long-term care insurance General tax planning General estate planning guidance
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James S

Series 63, Series 65, Series 66

Fayetteville, AR

SignalUp Wealth, LLC

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at SignalPoint Asset Management and Ameriprise Financial Services, among others. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm manages portfolios using fundamental, technical, and charting analysis, offers ongoing plan advisory services, and provides ERISA 3(21) fiduciary consulting for plan sponsors.

Wealth management
user avatar

John C

Series 66

Fayetteville, AR

Holy City Prosperity, LLC

John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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Stephen S

CFP®, Series 63

Fayetteville, AR

Spicer Capital

Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.

Real estate investing Annuities General tax planning
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James W

Series 66

Fayetteville, AR

Sovereign Capital LLC

James Wheeler is a financial advisor with Sovereign Capital LLC in Fayetteville, AR, holding a Series 66 designation and nine years of industry experience. He previously worked at Arvest Wealth Management and Arvest Bank before founding Sovereign Capital. Outside of finance, he owns and operates Adventure Lawn Care LLC. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis, modern portfolio theory, and various trading approaches, distinguishing itself by its use of derivatives and complex instruments within tailored client portfolios.

Options & derivatives strategies Active portfolio management
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