Kathryn RayCRD Number: 1070535
Current Firm: H.d. Vest Advisory Services, Inc.
Kathryn Ray (CRD# 1070535) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Decatur, AL and has over 21 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Hd Vest Insurance Agency Inc.||Irving, TX||Jun 2016 - Current||1|
|Rental Property||Decatur, AL||Dec 2002 - Current||15|
|Brillant Deductions Financial Services||Decatur, AL||Dec 1997 - Current||20|
|H.d. Vest Advisory Services||Decatur, AL||Sep 1997 - Current||20|
|H.d. Vest Investment Services||Decatur, AL||Sep 1996 - Current||21|
|Self Employed-brilliant Deductions||Decatur, AL||Jan 1996 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY