Charles RayCRD Number: 1836197
Current Firm: Summit Financial Wealth Advisors
Charles Ray (CRD# 1836197) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Monroe, LA and has over 29 years of experience in the finance industry.
Argent Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Eagle Strategies LLC
|Summit Financial Wealth Advisors||Monroe, LA||Oct 2015 - Current||2|
|Fpl Asset Management, LLC||Monroe, LA||Jul 2002 - Oct 2015||13|
|Fiduciary Investment Consultants||Monroe, LA||Dec 2010 - Mar 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
|S66||NASAA Uniform Combined State Law Examination||Nov 2000|
Total Assets Under Management788MILLIONS
Total Number of Accounts1,467ACCOUNTS
Average Account Value$537,099
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CO, FL, LA, MS, OK, TX