Lance Ray, financial advisor Holly Springs NC
96 score

Lance Ray

CRD Number: 3066927
Current Firm: Cantella & Company, Inc.

Lance Ray (CRD# 3066927) is an Investment Advisor Representative working at Cantella & Company, Inc. in Holly Springs, NC and has over 17 years of experience in the finance industry. Lance Ray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cantella & Co Inc. Boston, MA Sep 2006 - Current 10
Self Employed Insurance Sales Agent Toledo, OH Oct 1998 - Current 18
Raymond James Financial Services East Lansing, MI Jun 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Lance R. Ray
Phone Number: 617-521-8630
Firm Website: https://www.cantella.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    940
    MILLIONS
  • Total Number of Accounts
    3,717
    ACCOUNTS
  • Average Account Value
    $253,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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