Barbara Ray (CRD# 4635209) is an Investment Advisor Representative working at Forum Financial Management, LP in Murray, UT and has over 20 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vantage Consulting | Murray, UT | Jan 2022 - Current | 2 |
| Forum Financial Management LP | Lombard, IL | Oct 2018 - Current | 5 |
| Forum Financial Management, LP | Lombard, IL | Oct 2018 - Sep 2023 | 4 |
| Vantage Point Advisors, LLC | Murray, UT | Jan 2003 - Jan 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- TX
- UT
-
Total Assets Under Management8,531MILLIONS
-
Total Number of Accounts21,698ACCOUNTS
-
Average Account Value$393,183
- A percentage of assets under your management
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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