James Guyot
James Guyot is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Lenexa, KS, with 24 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 10,566 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally start at 0.50% and range up to a maximum of 2.00% annually depending on the platform and strategy selected. All fees are negotiable.
Fee Estimator
Location
8730 Bourgade Ave, Suite 100, Lenexa, KS, 66219
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
James sells insurance and fixed products. He is also an Investment Adviser Representative at Creative Financial Designs, Inc., spends about a quarter of his time on investment and financial planning with Lighthouse Financial Strategies, and dedicates minimal time as a majority owner of rental property through LFS Properties LLC.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Veravest Investments, INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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