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James Ray Shope

SHOPE FINANCIAL PLANNING, INC.·CAMILLUS, New York
SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOCFPClean record4 years registeredSHOPE FINANCIAL PLANNING, INC.
SHOPE ADVISORS GROUP, CAMILLUS, NY 13031CRD# 3272764Firm CRD# 144056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Ray Shope · CAMILLUS, NY
Registration
CRD #3272764 · SHOPE FINANCIAL PLANNING, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

SHOPE ADVISORS GROUP
Nov 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Series 99TO
Registration record
First registered · November 17, 2021
Years registered · 4
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHOPE FINANCIAL PLANNING, INC.
CRD 144056 · SEC 801-123407
AUM
$50M
Regulatory assets under management
Employees
2
83 client accounts
Services offered by SHOPE FINANCIAL PLANNING, INC.
Per Form ADV
Financial planning
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at SHOPE FINANCIAL PLANNING, INC. →
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Frequently Asked Questions

What services does James Ray Shope offer?
James Ray Shope specializes in Financial Planning. Contact their office in CAMILLUS, New York for a consultation.
What are James Ray Shope's credentials?
James Ray Shope holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Ray Shope located?
James Ray Shope is based in CAMILLUS, New York, working with SHOPE FINANCIAL PLANNING, INC.. Their office serves clients in the CAMILLUS metropolitan area and surrounding communities.
How does James Ray Shope charge for services?
James Ray Shope's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHOPE FINANCIAL PLANNING, INC.?
SHOPE FINANCIAL PLANNING, INC. has approximately 2 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Stephen Christopher Shope
CAMILLUS, NY

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