Ray
Smith
Tfb Advisors, LLC
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About this Advisor
Ray Smith is a financial advisor based in Stillwater, Oklahoma, working with Tfb Advisors, LLC. Ray has previously held positions at Ray Smith Wealth Management, Inc, Tax Favored Benefits, Ray Smith Wealth Management, Ameritas Advisory Services, LLC, Tfb Advisors, LLC, Ameritas Investment Company, LLC, and Ameritas Life Insurance Corp. Ray has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Ray is part of Tfb Advisors, LLC, which operates out of Stillwater, Oklahoma. The firm has 6 offices and 24 employees. The firm manages assets totaling $720.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Tfb Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tfb Advisors, LLC Brokerage Details
$720,697,409
24
2,600
$277,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ray Smith Work History
Tfb Advisors, LLC
Tax Favored Benefits
Ray Smith Wealth Management
Ameritas Investment Company, LLC
Ameritas Life Insurance Corp
Ameritas Advisory Services, LLC
Ray Smith Wealth Management, Inc
Disclosures
Please visit the SEC profile of Ray Smith 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 Tfb Advisors, LLC
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Prairie Village, KS
Leawood, KS
Leawood, KS
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