James
Gay
Advus Financial Partners, LLC
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About this Advisor
James Gay is a financial advisor working out of Lake Mary, Florida with a total of 1 year of industry experience. Gay works at Advus Financial Partners, LLC. Over the course of their career, they have held roles 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. Gay maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Advus Financial Partners, LLC is a financial advisory firm based out of Lake Mary, FL. The firm has offices in two locations and a total of 18 financial advisors. It handles $2 billion in assets under management between its 1,042 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 1,042 customer accounts, 28% are held by high-net-worth clients who have more than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees are based on the financial services. However, fees charged by Advus Financial Partners, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advus Financial Partners, LLC Brokerage Details
$2,287,801,345
18
1,042
$2,195,587
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
James has been registered as a financial advisor for 1 years.*
Advus Financial Partners, LLC
Oak Square Advisors, Inc
U.S. Employee Benefits Services Group LLC
Frs Partners
Planmember Securities, Corp
Retirement Planning Associates
J.D.G. Associates, Inc D/B/A Oak Square Insurance Services
State Retirement Partners Inc
Inclusiv, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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