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James Ray Shope

SHOPE FINANCIAL PLANNING, INC.·CAMILLUS, New York
Clean recordSHOPE 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Ray Shope is a registered financial advisor based in CAMILLUS, New York, affiliated with SHOPE FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SHOPE FINANCIAL PLANNING, INC.
SHOPE ADVISORS GROUP
AUM
$50M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SHOPE FINANCIAL PLANNING, INC. →
Services
Financial planning
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3272764
Firm CRD# 144056
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at SHOPE FINANCIAL PLANNING, INC.

Stephen Christopher Shope
CAMILLUS, NY

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