Carolyn Bray (CRD# 5278356) is an Investment Advisor Representative working at Buckingham Financial Group, Inc. in Dayton, OH and has over 11 years of experience in the finance industry.
CRD# 2772223
Sound Financial Investment Management, LLC
Score
101
CRD# 5000330
Wealthquest Corporation
Score
101
CRD# 5403175
Raymond James & Associates, Inc.
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh, NC | Jan 2012 - Current | 6 |
| Buckingham Financial Group, Inc. | Dayton, OH | Jan 2012 - Current | 6 |
| Bank Of America,na | Dayton, OH | Dec 2009 - Jan 2012 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Dayton, OH | Aug 2009 - Jan 2012 | 2 |
| Wachovia Securities, LLC | Centerville, OH | Jun 2008 - Aug 2009 | 1 |
| Ubs Financial Services Inc. | Centerville, OH | Jan 2007 - Jun 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- OH
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Educational seminars/workshops
OH
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