Vance
Gray
Vancegray Wealth Management, Inc
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About this Advisor
Vance Gray is a certified financial planner who works out of Bangor, Maine who has 11 years of industry experience. Gray is currently employed by Vancegray Wealth Management, Inc. During their career, Gray has held roles at Graystone Insurance and Vance Gray Wealth Management, Inc. Gray holds a Series 63 license, which qualifies them as a securities agent, and can operate in Maine and Texas. Vancegray Wealth Management, Inc is a business operating out of Bangor, ME. The investment advisory business has a total of 11 employees. It handles $253 million in assets across its 1,883 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,883 client accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fees largely vary depending on the financial services offered. Fees billed by Vancegray Wealth Management, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vancegray Wealth Management, Inc Brokerage Details
$252,609,305
11
1,883
$134,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Vance Gray Work History
Vance has been registered as a financial advisor for 11 years.*
Graystone Insurance
Vance Gray Wealth Management, 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 Vance Gray 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 Vancegray Wealth Management, Inc
Bangor, ME
Bangor, ME
Bangor, ME
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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.
