Patrick RayCRD Number: 3168735
Current Firm: The Retirement Group, LLC
Patrick Ray (CRD# 3168735) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 17 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Fsc Securities||St. Louis, MO||Feb 2011 - Current||5|
|The Retirement Group, LLC||San Diego, CA||Nov 2008 - Current||7|
|Qa3 Financial Corp||Omaha, NE||Dec 2008 - Feb 2011||2|
|Securities Service Network, Inc.||St. Louis, MO||Sep 2006 - Dec 2008||2|
|The Retirement Group||San Diego, CA||Oct 2006 - Sep 2008||1|
|Fsc Securities Corporation||Maryville, IL||Apr 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2001|
Total Assets Under Management94MILLIONS
Total Number of Accounts832ACCOUNTS
Average Account Value$112,694
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, ID, IL, KS, LA, MD, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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