Roy
Gray
Raymond James Financial Services Advisors, Inc
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About this Advisor
Roy Gray is a certified financial planner who is based out of Dallas, Texas. Currently an advisor at Raymond James Financial Services Advisors, Inc, they have gathered 12 years of work experience. Gray maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Gray can work with clients based out of Texas. Over the course of their career, they have held roles at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Military Installations, Smu Campus, Munn & Morris Financial Advisors and Independent Contractor. Raymond James Financial Services Advisors, Inc is based out of Dallas, Texas, and operates out of 2,040 other brick-and-mortar locations in the nation. In aggregate, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets throughout 280,698 client accounts and retains more than 5,600 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 151,196 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Raymond James Financial Services Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Raymond James Financial Services Advisors, Inc Brokerage Details

$103,692,335,631

6,224

343,734

$301,664

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Answer a few questions to get a personalized match.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
- Educational seminars/workshops
- Other
Roy Gray Work History
Roy has 12 years of experience.
Military Installations
Smu Campus
Independent Contractor
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Munn & Morris Financial Advisors
Disclosures
Roy Gray has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.
