David Gray (CRD# 7632935) is an Investment Advisor Representative working at David Gray Consulting LLC in Graniteville, SC and has 1 year of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| David Gray Consulting LLC | Graniteville, SC | Apr 2022 - Current | 2 |
| Matrix Pmo | St. Francisville, LA | Nov 2022 - Jun 2023 | < 1 |
| Williams Plant Services | Waynesboro, GA | Dec 2015 - Nov 2022 | 6 |
| United States Army | El Paso, TX | Feb 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- GA
- LA
- SC
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$40,997
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, LA, SC
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