Ray Pinson (CRD# 5122994) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 11 years of experience in the finance industry. Ray Pinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leo Wealth LLC | Hurst, TX | Aug 2021 - Current | 2 |
| Bft Financial Group, LLC | Hurst, TX | Sep 2013 - Current | 10 |
| Bft Financial Group, LLC | Hurst, TX | May 2013 - Current | 10 |
| Self Employed | Colleyville, TX | Jul 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- TX
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Total Assets Under Management1,518MILLIONS
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Total Number of Accounts3,937ACCOUNTS
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Average Account Value$385,688
- A percentage of assets under your management
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- Selection of other advisers (including private fund managers)
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