Roy
Ray

Gibbs Wealth Management, LLC

CRD#6695154
Investment Advisor
in Durham, NC

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About this Advisor

Roy Ray is a financial advisor based in Durham, North Carolina, working with Gibbs Wealth Management, LLC. Roy has previously held positions at Strategic Retirement Solutions, Inc, Gibbs Wealth Management, LLC, and Srs Wealth Management LLC. Roy has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Roy is part of Gibbs Wealth Management, LLC, which operates out of Durham, North Carolina. The firm has 76 offices and 21 employees. The firm manages assets totaling $391.4 million. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Gibbs Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

2144 Page Road Ste 104
Durham, NC 27703

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Gibbs Wealth Management, LLC Brokerage Details

Total Assets Under Management

$391,385,872

NC Average: $3,570,121,308
Total Number of Employees

21

NC Average: 58
Total Number of Accounts

2,983

NC Average: 1,608
Average Account Size

$131,205

NC Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Roy Ray Work History

2024 - Present (0 year)

Gibbs Wealth Management, LLC

2024 - Present (0 year)

Srs Wealth Management LLC

2010 - Present (14 years)

Strategic Retirement Solutions, Inc

Disclosures

Please visit the SEC profile of Roy 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 Gibbs Wealth Management, LLC

Salvatore Lavely
Alpharetta, GA
Charles Staton
Alpharetta, GA
Chyenne Hayes
Troy, MI
Ryan Bauman
Alpharetta, GA
Justin Turney
Sparta, TN
Robert Messina
Alpharetta, GA
Anthony Montenegro
Alpharetta, GA
Theodore Moyer
Pennsburg, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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