Joseph Ray (CRD# 6236928) is an Investment Advisor Representative working at Marian Investor Coaching, Inc. in Greenwood, IN and has over 10 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marian Financial Partners, Inc. | Greenwood, IN | Aug 2013 - Current | 10 |
| Wellpoint, Inc. | Indianapolis, IN | Apr 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- IN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IN, OH, TX
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