Joseph Gray, financial advisor Boston MA
93 score

Joseph Gray

CRD Number: 4488977
Current Firm: Nfp Advisor Services, LLC

Joseph Gray (CRD# 4488977) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Boston, MA and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Nfp Securities, Inc. Boston, MA Apr 2014 - Apr 2016 2
Independent Financial Partners Boston, MA Dec 2010 - Apr 2014 3
Lpl Financial Corporation Boston, MA Nov 2010 - Apr 2014 3
Nrp Advisors, Inc. Bryan, OH Nov 2008 - Nov 2010 2
Nrp Financial, Inc. Bryan, OH May 2007 - Nov 2010 3
Longfellow Financial Boston, MA Jan 1999 - Nov 2010 11
Ogilvie Security Advisors Corp. Lake Forest, IL Dec 2001 - May 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
Contact Info for Joseph M. Gray
Phone Number: 512-697-6000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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