James Ray, financial advisor Metairie LA

James Ray

CRD Number: 1071059
Current Firm: Retirement Plan Advisors, LLC

James Ray (CRD# 1071059) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Metairie, LA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Plan Advisors, LLC Chicago, IL Jan 2008 - Current 16
Cambridge Investment Research, Inc. Fairfield, IA Apr 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for James D. Ray
Phone Number: 312-701-1100
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,097
    MILLIONS
  • Total Number of Accounts
    7,033
    ACCOUNTS
  • Average Account Value
    $156,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NY, OH, OK, PA, TN, TX, UT, VA, VI, VT, WI

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