Janice RayCRD Number: 1042756
Current Firm: Retirement Plan Advisors, LLC
Janice Ray (CRD# 1042756) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Metairie, LA and has over 10 years of experience in the finance industry.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
|Retirement Plan Advisors, LLC||Chicago, IL||Jan 2008 - Current||9|
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2007 - Current||10|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2007 - Dec 2007||< 1|
|Homemaking||Metairie, LA||Jan 2007 - May 2007||< 1|
|Planet Mortgage, Inc.||New Orleans, LA||Mar 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
Total Assets Under Management1,563MILLIONS
Total Number of Accounts8,732ACCOUNTS
Average Account Value$179,004
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CO, CT, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, NE, NH, NJ, NY, OH, OK, PA, TN, TX, VT, WI
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