Ray
Pinson
Leo Wealth, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ray Pinson is a certified financial planner who works in Hurst, Texas with a total of 2 years of industry experience. Pinson is on the advisory team at Leo Wealth, LLC. Over the course of their career, Pinson has held roles at Leo Wealth LLC and Bft Financial Group, LLC. Pinson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Leo Wealth, LLC is an advisory firm based out of Hurst, TX. The investment advisory business has offices in seven locations and a total of 28 employees. It controls $2 billion in total assets between its 3,957 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 3,957 accounts, 27% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Leo Wealth, LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. However, fees charged by Leo Wealth, LLC can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Leo Wealth, LLC Brokerage Details
$1,768,619,236
28
3,957
$446,960
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ray Pinson Work History
Ray has been registered as a financial advisor for 2 years.*
Leo Wealth LLC
Bft Financial Group, LLC
Bft Financial Group, LLC
*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 Ray Pinson 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 Leo Wealth, LLC
Hurst, TX
Hong Kong,
Mid Levels,
Hong Kong,
Iselin, NJ
Central,
Hurst, TX
Hurst, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.