Raymond Massey, financial advisor Austin TX

Raymond Massey

CRD Number: 4556440
Current Firm: Atx Financial Planning, LLC

Raymond Massey (CRD# 4556440) is an Investment Advisor Representative working at Atx Financial Planning, LLC in Austin, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Legalorian Llc Dba Reborn 4purpose Austin, TX Mar 2024 - Current < 1
Legalorian Llc Dba The Portfolio Protection Store Austin, TX Aug 2022 - Current 1
Atx Financial Planning, LLC Austin, TX Nov 2020 - Current 3
Legalorian Llc Dba Lawyer2x Austin, TX Nov 2020 - Current 3
Legalorian LLC Austin, TX Jul 2020 - Current 3
Raymond Michael Massey, Sole Proprietor Austin, TX Jun 2017 - Current 6
Mike Massey Law Pllc Austin, TX Sep 2016 - Current 7
Alberto Velazquez Law, Pllc San Antonio, TX Sep 2021 - Sep 2022 1
Mike Massey LLC Austin, TX Mar 2015 - Sep 2022 7
Income & Wealth Advisors LLC Austin, TX Apr 2014 - Sep 2022 8
Legacy One Financial Advisors Austin, TX Jun 2017 - Dec 2020 3
Commonwealth Financial Network San Diego, CA May 2015 - Jun 2017 2
Fintegra, LLC Lakeway, TX Mar 2014 - May 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Raymond M. Massey
Phone Number: 512-693-4040
Registered State(s):
  • CO
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $313,049
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, NE, TX

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