Kenneth Ray (CRD# 830299) is an Investment Advisor Representative working at Global Steward Advisors, LLC in Lancaster, PA and has over 43 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epg Agency, LLC | Lancaster, PA | Jan 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1980 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management18MILLIONS
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Total Number of Accounts197ACCOUNTS
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Average Account Value$93,401
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
PA
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