David Wray, financial advisor Edmond OK

David Wray

CRD Number: 1462774
Current Firm: Securities America Advisors, Inc.

David Wray (CRD# 1462774) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Edmond, OK and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Everbank Jacksonville, FL May 2005 - Current 15
Securities America Advisor, Inc. Edmond , OK Sep 1997 - Current 23
Securities America, Inc. Edmond, OK Oct 1996 - Current 24
David Wray Edmond, OK Dec 1991 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Aug 1997
Contact Info for David M. Wray
Phone Number: 402-399-9111
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    29,025
    MILLIONS
  • Total Number of Accounts
    184,356
    ACCOUNTS
  • Average Account Value
    $157,439
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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