Eleanor
Ray

Farther

CRD#5081603
Investment Advisor
in Colleyville, TX

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About this Advisor

Eleanor Ray is a financial advisor based in Colleyville, Texas, working with Farther. Eleanor has previously held positions at Farther Finance Advisors and Wpwealth. Eleanor has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Eleanor is part of Farther, which operates out of Colleyville, Texas. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Colleyville, TX

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

TX Average: $7,578,581,321
Total Number of Employees

154

TX Average: 43
Total Number of Accounts

5,112

TX Average: 3,727
Average Account Size

$426,804

TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Eleanor Ray Work History

2023 - Present (2 years)

Farther Finance Advisors

2007 - 2023 (16 years)

Wpwealth

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Eleanor 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 Farther

Thomas Hanna
Riverside, CA
Michael Desantis
San Francisco, CA
Christian Pierce
Brooklyn, NY
Herbert Kyles
Framingham, MA
Jonathon Mason
Cincinnati, OH
Nathan Bosek
Sartell, MN
Robert Kelly
San Francisco, CA
Kyra Gayle Luu
Las Vegas, NV

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