John Ray, financial advisor Atlanta GA
93 score

John Ray

CRD Number: 5315572
Current Firm: Buckhead Investment Partners, LLC

John Ray (CRD# 5315572) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Buckhead Investment Partners, LLC Atlanta, GA Apr 2014 - Current 3
Baran Telecom Alpharetta, GA Feb 2014 - Mar 2014 < 1
Birch Communications Norcross, GA Oct 2012 - Jan 2014 1
Level Creek Wealth Management Suwanee, GA Apr 2011 - Sep 2013 2
Berthel Fisher & Company Financial Services, Inc. Norcross, GA Apr 2011 - Sep 2013 2
Mbsc Securities Corporation Atlanta, GA Jun 2009 - Apr 2011 1
Bny Mellon Corporation Atlanta, GA Feb 2009 - Apr 2011 2
Sanford C. Bernstein & Company, LLC Atlanta, GA Mar 2007 - Nov 2008 1
Bellsouth Telecommunications Atlanta, GA Feb 1996 - Feb 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for John M. Ray
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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