Kyle
Ray
American Century Investments Private Client Group, Inc
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About this Advisor
Kyle Ray is a certified financial planner working out of Los Angeles, California with a total of 1 year of industry experience. Ray is an employee of American Century Investments Private Client Group, Inc. Over the course of their career, they have held roles at Charles Schwab & Co., Inc, Creative Planning, Pure Financial Advisors, Inc, Jpmorgan Securities LLC, Lighthouse Financial Services, Inc, Mutual Securities, Inc, Argosy Wealth Management Corporation, Steel Peak Wealth Management, LLC, American Century Investment Services, Inc, Mercer Global Advisors Inc and Sagepoint Financial, Inc. Ray has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. American Century Investments Private Client Group, Inc is an advisory company based out of Kansas City, MO. The investment advisory business has offices in two locations and a total of 82 advisors. It administers $2 billion in total assets between its 5,000 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. American Century Investments Private Client Group, Inc offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial advisory fees typically depend on the financial services provided. However, fee types billed by American Century Investments Private Client Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Century Investments Private Client Group, Inc Brokerage Details
$1,487,904,544
82
5,000
$297,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kyle Ray Work History
Kyle has been registered as a financial advisor for 1 years.*
American Century Investment Services, Inc
Steel Peak Wealth Management, LLC
Mutual Securities, Inc
Argosy Wealth Management Corporation
Mercer Global Advisors Inc
Lighthouse Financial Services, Inc
Jpmorgan Securities LLC
Sagepoint Financial, Inc
Pure Financial Advisors, Inc
Creative Planning
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Ray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at American Century Investments Private Client Group, Inc
Kansas City, MO
Geneva, IL
Kansas City, MO
Wildwood, MO
Kansas City, MO
Rutherford, NJ
Leawood, KS
Prairie Villiage, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
