Raymond Massey, financial advisor Austin TX
93 score

Raymond Massey

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Raymond M. Massey
Phone Number: 512-342-0202
Firm Website: http://www.legacy1fa.com
Registered State(s):
  • TX
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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

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