Troy
Ray
Berger Financial Group
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About this Advisor
Troy Ray is a financial advisor operating out of Minneapolis, Minnesota, who has 2 years of industry experience. Ray is on the advisory team at Berger Financial Group. During their career, the advisor has held roles at Dane Holdings, Voya Financial Advisors, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Berger Financial Group. Ray has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to operate in Arizona. Berger Financial Group is a firm that has its headquarters in Minneapolis, MN. The company has offices in six locations and a total of 60 advisors. It manages $1 billion in assets among its 6,706 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 6,706 accounts, just 14% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice usually depend on the services. Fee types billed by Berger Financial Group can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berger Financial Group Brokerage Details
$1,365,502,656
60
6,706
$203,624
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Troy Ray Work History
Troy has been registered as a financial advisor for 2 years.*
Berger Financial Group
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Voya Financial Advisors
Dane Holdings
*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 Troy 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 Berger Financial Group
South Burlington, VT
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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