AdFi
JR

James Ray Skillings

Investment Adviser Representative at Optivise Advisory Services LLC

Fayetteville, ARCRD #4641606Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James Ray Skillings is an investment adviser representative with Optivise Advisory Services LLC in Fayetteville, AR, where they have been registered since 2021. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Redhawk Wealth Advisors, Inc. and Madison Avenue Securities, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arkansas, Missouri, Oklahoma, and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arkansas, Missouri, Oklahoma, Texas
Broker:
12 states and territories

Alabama, Arkansas, Colorado, Kansas, Louisiana, Missouri, New Mexico, Oklahoma, Texas, Washington, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/7/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 5/9/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/1/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/2/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Optivise Advisory Services LLCCurrent
1/5/2021 – Fayetteville, AR
Optivise Advisory Services LLC
5/9/2019 – 12/31/2020Stillwater, OK
Redhawk Wealth Advisors, Inc.
1/23/2018 – 2/20/2019Tulsa, OK
Madison Avenue Securities, LLC
7/7/2017 – 1/18/2018Tulsa, OK
Redhawk Wealth Advisors, Inc.
1/8/2018 – 1/10/2018Tulsa, OK

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Primerica Financial Services
    Aug 2002 – Jun 2017Tulsa, OK
  2. PFS Investments Inc
    Dec 2013 – Jun 2017Tulsa, OK
  3. Cambridge Soundworks
    Jan 2013 – Nov 2017Stillwater, OK
  4. Madison Avenue Securities, LLC
    Jun 2017 – Jan 2018San Diego, CA
  5. Integrity Financial Services, LLC
    Jun 2017 – Feb 2019Tulsa, OK
  6. Redhawk Wealth Advisors, Inc.
    Jan 2018 – Feb 2019Minneapolis, MN
  7. Eazycorals.com
    Jun 2013 – no end date reportedStillwater, OK
  8. Southeast Investments, N.C. Inc.
    Jan 2018 – no end date reportedCharlotte, NC
  9. Ramsey Solutions
    Jul 2017 – Feb 2019Brentwood, TN
  10. Optivise Advisory Services
    May 2019 – no end date reportedCoppell, TX
  11. 401k Educate
    May 2019 – no end date reportedBentonville, AR
  12. Ramsey Solutions
    Aug 2019 – no end date reportedFranklin, TN
  13. 401k Wealth Management
    Aug 2019 – no end date reportedBentonville, AR

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Optivise Advisory Services LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Subscription fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
22
Offices listed on AdvisorFinder:
18
Main office:
Franklin, TN
SEC file number:
801-115232

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 14, 2026

View full firm profile

Other advisors at Optivise Advisory Services LLC

Showing 12 of 22 in the directory

View Optivise Advisory Services LLC firm profile

Similar advisors in Fayetteville, AR

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Ray Skillings has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
James Ray Skillings (Optivise Advisory Services)