Tyson Ray, financial advisor Lake Geneva WI
96 score

Tyson Ray

CRD Number: 3005591
Current Firm: Raymond James Financial Services Advisors, Inc.

Tyson Ray (CRD# 3005591) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Geneva, WI and has over 18 years of experience in the finance industry. Tyson 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
Raymond James Financial Services, Inc. Lake Geneva, WI Jan 2014 - Current 2
Form Wealth Management Lake Geneva, WI Jan 2014 - Current 2
Raymond James Financial Services Advisors Inc. Lake Geneva, WI Jan 2014 - Current 2
Wells Fargo Advisors LLC Lake Geneva, WI May 2009 - Jan 2014 4
Wachovia Securities, LLC Elkhorn, WI Jan 2008 - May 2009 1
A.g. Edwards Delavan, WI Jan 1998 - Jan 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Tyson J. Ray
Phone Number: 727-567-5877
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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)
  • Educational seminars/workshops
  • Other
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

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

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