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.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 |
- CO
- NE
- TX
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts345ACCOUNTS
-
Average Account Value$313,049
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, NE, TX
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