Raymond MasseyCRD Number: 4556440
Current Firm: Legacy One Financial Advisors, LLC
Raymond Massey (CRD# 4556440) is an Investment Advisor Representative working at Legacy One Financial Advisors, LLC in Austin, TX and has over 11 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Commonwealth Financial Network||San Diego, CA||May 2015 - Current||2|
|Austin Financial Partners||Austin, TX||May 2015 - Current||2|
|Fintegra, LLC||Lakeway, TX||Mar 2014 - May 2015||1|
|Allianz Life Financial Services LLC||Minneapolis, MN||Mar 2013 - Mar 2014||1|
|Allianz Life Insurance Company Of North America||Minneapolis, MN||Mar 2013 - Mar 2014||1|
|Curian Capital, LLC||Denver, CO||Nov 2011 - Mar 2013||1|
|Curian Clearing LLC||Denver, CO||Nov 2011 - Mar 2013||1|
|Jackson National Life Distributors||Denver, CO||Jun 2002 - Nov 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management517MILLIONS
Total Number of Accounts1,665ACCOUNTS
Average Account Value$310,309
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AR, CA, FL, TX
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