Charles
Ray
Summit Financial Wealth Advisors
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About this Advisor
Charles Ray is a financial advisor working out of Monroe, Louisiana with 8 years of relevant experience. Ray currently works for Summit Financial Wealth Advisors. Their career trajectory has included roles at Fiduciary Investment Consultants, Fpl Asset Management, LLC and Summit Financial Wealth Advisors. Ray has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in Louisiana and Texas. Summit Financial Wealth Advisors is a firm based out of Lafayette, LA. The investment advisory business has offices in five locations and a total of 19 people on staff. It manages $1 billion in assets across its 2,290 client accounts, placing it among the bigger firms in the nation by assets under management. The firm serves five charitable organizations. Of its 2,290 client accounts, 26% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely depend on the services offered. Fees billed by Summit Financial Wealth Advisors most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial Wealth Advisors Brokerage Details
$1,243,129,187
19
2,290
$542,851
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Charles Ray Work History
Charles has been registered as a financial advisor for 8 years.*
Summit Financial Wealth Advisors
Fiduciary Investment Consultants
Fpl Asset Management, LLC
*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 Charles 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 Summit Financial Wealth Advisors
Lafayette, LA
Lafayette, LA
Monroe, LA
Ruston, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
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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