Roy
Gray

Raymond James Financial Services Advisors, Inc

CRD#4558065
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

14180 Dallas Parkway Suite 530
Dallas, TX 75254

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

TX Average: $1,855,561,029
Total Number of Employees

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX Average: $750,025

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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.

2010 - Present (9 years)

Military Installations

2010 - Present (9 years)

Smu Campus

2010 - Present (9 years)

Independent Contractor

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2007 - Present (12 years)

Raymond James Financial Services

2006 - Present (13 years)

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.

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