James
Gay
Advus Financial Partners, LLC
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About this Advisor
James Gay is a financial advisor based in Lake Mary, Florida, working with Advus Financial Partners, LLC. James has previously held positions at Retirement Planning Associates, Planmember Securities, Corp, Inclusiv, Inc, Frs Partners, U.S. Employee Benefits Services Group LLC, J.D.G. Associates, Inc D/B/A Oak Square Insurance Services, State Retirement Partners Inc, Oak Square Advisors, Inc, and Advus Financial Partners, LLC. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, James is part of Advus Financial Partners, LLC, which operates out of Lake Mary, Florida. The firm has 2 offices and 18 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Advus Financial Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advus Financial Partners, LLC Brokerage Details
$2,764,389,643
18
1,168
$2,366,772
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Gay Work History
Advus Financial Partners, LLC
Oak Square Advisors, Inc
U.S. Employee Benefits Services Group LLC
State Retirement Partners Inc
Frs Partners
Inclusiv, Inc
Planmember Securities, Corp
Retirement Planning Associates
J.D.G. Associates, Inc D/B/A Oak Square Insurance Services
Disclosures
Please visit the SEC profile of James Gay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advus Financial Partners, LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
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