Barbara
Ray

Forum Financial Management, Lp

CRD#4635209
Investment Advisor
in Murray, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Barbara Ray is a financial advisor based in Murray, Utah, working with Forum Financial Management, Lp. Barbara has previously held positions at Vantage Point Advisors, LLC, Forum Financial Management Lp, Vantage Consulting, Bridge Generations Wealth Management, and Forum Financial Management, Lp. Barbara has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Barbara is part of Forum Financial Management, Lp, which operates out of Murray, Utah. The firm has 48 offices and 145 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Forum Financial Management, Lp includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Murray, UT

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Forum Financial Management, Lp Brokerage Details

Total Assets Under Management

$8,531,276,819

UT Average: $6,674,516,078
Total Number of Employees

145

UT Average: 44
Total Number of Accounts

21,698

UT Average: 2,564
Average Account Size

$393,183

UT Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Barbara Ray Work History

2024 - Present (1 year)

Bridge Generations Wealth Management

2022 - Present (3 years)

Vantage Consulting

2018 - Present (7 years)

Forum Financial Management Lp

2018 - 2023 (5 years)

Forum Financial Management, Lp

2003 - 2019 (16 years)

Vantage Point Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Barbara Ray 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 Forum Financial Management, Lp

Christopher Lamia
Thousand Oaks, CA
Raleigh Smith
Miami, FL
Jack Grzenia
Lombard, IL
Heidi Verbiscer
Lombard, IL
John Schultz
Lombard, IL
Jeffrey Spokas
San Diego, CA
Mark Schmulen
Lombard, IL
Steven Minturn
Lombard, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started