John
Ray
Bip Wealth, LLC
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About this Advisor
John Ray is a financial advisor based in Atlanta, Georgia, who has 9 years of industry experience. Ray is an advisor for Bip Wealth, LLC. Over the course of their career, they have held roles at Berthel Fisher & Company Financial Services, Inc, Level Creek Wealth Management, Bip Wealth, LLC, Birch Communications and Baran Telecom. Ray has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Bip Wealth, LLC is a company based out of Atlanta, GA. The company has offices in two locations and a total of 49 advisors. It handles $2 billion in total assets across its 5,902 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises two charitable organizations. Of its 5,902 customer accounts, 56% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Bip Wealth, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which service is provided. Fees billed by Bip Wealth, LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bip Wealth, LLC Brokerage Details
$2,310,141,037
49
5,902
$391,417
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
John Ray Work History
John has been registered as a financial advisor for 9 years.*
Bip Wealth, LLC
Baran Telecom
Birch Communications
Berthel Fisher & Company Financial Services, Inc
Level Creek Wealth Management
*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 John 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 Bip Wealth, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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