Ronald Ray (CRD# 6697600) is an Investment Advisor Representative working at Innovative Wealth Management in Trumbull, CT and has over 7 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Iwm Advisory, LLC | New Braunfels, TX | Jun 2021 - Current | 2 |
Homestead Family Wealth | New Braunfels, TX | Mar 2021 - Current | 3 |
American Retirement Institute | Kennesaw, GA | Apr 2019 - Current | 5 |
Retirement Wealth Advisors | New Braunfels, TX | Aug 2016 - Current | 7 |
Homestead Family Wealth | New Braunfels, TX | Aug 2016 - Current | 7 |
Turning 65 Solutions Tax And Insurance, LLC | New Braunfels, TX | Jul 2009 - Current | 14 |
Comal County Constable Pct. 1 | New Braunfels, TX | Jun 2010 - Dec 2020 | 10 |
R&r Wealth Management, LLC | New Braunfels, TX | Aug 2016 - Mar 2019 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts93ACCOUNTS
-
Average Account Value$84,241
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
CT, NY, PA, TX
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