Kyle Ray (CRD# 7268865) is an Investment Advisor Representative working at Full Sail Capital, LLC in Oklahoma City, OK and has over 3 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Full Sail Capital, LLC | Oklahoma City, OK | Oct 2021 - Current | 2 |
| Plan Group Financial, Inc. | Oklahoma City, OK | May 2021 - Oct 2021 | < 1 |
| Saxony Securities Inc. | St. Louis, MO | Nov 2020 - Oct 2021 | < 1 |
| Ironhorse Investments & Estate Planning | Edmond, OK | Aug 2020 - Oct 2020 | < 1 |
| Unemployed, In School | Dallas, TX | Aug 2019 - Aug 2020 | 1 |
| Fidelity Investments | Westlake, TX | Jun 2019 - Aug 2019 | < 1 |
| Dallas National Golf Club | Dallas, TX | Apr 2018 - Jun 2019 | 1 |
| City National Bank | Lawton, OK | Dec 2018 - Jan 2019 | < 1 |
| Unemployed, In School | Dallas, TX | Aug 2018 - Dec 2018 | < 1 |
| City National Bank | Lawton, OK | Jun 2018 - Aug 2018 | < 1 |
| Unemployed, In School | Dallas, TX | Jan 2018 - Apr 2018 | < 1 |
| Unemployed, In School | Dallas, TX | Jan 2017 - Jan 2018 | 1 |
| City National Bank | Lawton, OK | Dec 2016 - Jan 2017 | < 1 |
| Unemployed, In School | Dallas, TX | Aug 2016 - Dec 2016 | < 1 |
| City National Bank | Lawton, OK | Jun 2016 - Aug 2016 | < 1 |
| Unemployed, In School | Walters, OK | Aug 2015 - May 2016 | < 1 |
| Montgomery Square Properties, LLC | Lawton, OK | May 2015 - Aug 2015 | < 1 |
| Unemployed, In School | Walters, OK | Aug 2014 - May 2015 | < 1 |
| Walters Lakeside Golf Course | Walters, OK | Jun 2014 - Aug 2014 | < 1 |
| Student | Walters, OK | Aug 2004 - Jun 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- OK
- TX
-
Total Assets Under Management1,831MILLIONS
-
Total Number of Accounts1,609ACCOUNTS
-
Average Account Value$1,138,267
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CO, FL, NE, OK, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.