Raymond
Massey

Atx Financial Planning, LLC

CRD#4556440
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Raymond Massey is a financial advisor based in Austin, Texas with a total of 3 years of industry experience. Massey is on the advisory team at Atx Financial Planning, LLC. Throughout their career, Massey has worked at Allianz Life Financial Services LLC, Allianz Life Insurance Company Of North America, Fintegra, LLC, Commonwealth Financial Network, Legacy One Financial Advisors, Atx Financial Planning, LLC, Legalorian LLC, Raymond Michael Massey, Sole Proprietor, Mike Massey Law Pllc, Income & Wealth Advisors LLC, Alberto Velazquez Law, Pllc, Legalorian LLC Dba The Portfolio Protection Store, Legalorian LLC Dba Lawyer2X and Mike Massey LLC. Massey holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in Texas. Atx Financial Planning, LLC is a financial advisory business with a branch in Austin, Texas.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Office Location

418 Grace Lane
Austin, TX 78746

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.

Raymond Massey Work History

Raymond has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Legalorian LLC Dba The Portfolio Protection Store

2020 - Present (4 years)

Atx Financial Planning, LLC

2020 - Present (4 years)

Legalorian LLC

2020 - Present (4 years)

Legalorian LLC Dba Lawyer2X

2017 - Present (7 years)

Raymond Michael Massey, Sole Proprietor

2016 - Present (8 years)

Mike Massey Law Pllc

2021 - 2022 (1 year)

Alberto Velazquez Law, Pllc

2017 - 2020 (3 years)

Legacy One Financial Advisors

2015 - 2017 (2 years)

Commonwealth Financial Network

2015 - 2022 (7 years)

Mike Massey LLC

2014 - 2015 (1 year)

Fintegra, LLC

2014 - 2022 (8 years)

Income & Wealth Advisors LLC

2013 - 2014 (1 year)

Allianz Life Financial Services LLC

2013 - 2014 (1 year)

Allianz Life Insurance Company Of North America

*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 Raymond Massey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started