Richard RayCRD Number: 4488030
Current Firm: Hamilton Capital Management Inc.
Richard Ray (CRD# 4488030) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 16 years of experience in the finance industry. Richard Ray 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.
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|Hamilton Capital Management Inc.||Columbus, OH||Jul 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management1,883MILLIONS
Total Number of Accounts5,104ACCOUNTS
Average Account Value$368,875
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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