JG
CFP
JG
CFP

James Guyot

23 Years of Experience
Lenexa, KS
1 DisclosureBrokerSells Insurance

James Guyot is a CFP-designated registered investment advisor, based in Lenexa, KS, with 23 years of industry experience.

Location

8730 Bourgade Ave, Suite 100, Lenexa, KS, 66219

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Denied
Other 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.
November 2007 - Present · 18 yrs 10 mos
Cfd Investments, INC.Broker
November 2007 - Present · 18 yrs 10 mos
Previous Registrations
Securities America Advisors, INC.
December 2003 - November 2007 · 3 yrs 11 mos
Securities America, INC.Broker
December 2003 - November 2007 · 3 yrs 11 mos
Veravest Investments, INC.Broker
April 2002 - December 2003 · 1 yr 8 mos
State Registrations32 states
ALARAZCACOFLGAHIIAILINKSMAMDMIMNMOMTNCNENHNJNVNYOHOKSCSDTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.