Roy
Gray

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.