Lance Robert Ray
Portefeuillebeheerder-Aandelen bij Bellwether Investment Group LLC
Profiel
Mr. Lance R.
Ray is a Financial Advisor & Partner at Bellwether Investment Group LLC.
He has over 17 years of experience advising clients on financial matters.
He is the founder of Focus Pointe Financial and specializes in financial planning for business and individual clients.
In 1998, he left a successful career in commercial foodservice sales to pursue his passion of building a practice serving the financial needs of his clients.
Mr. Ray graduated from Hope College in 1992 with a degree in Political Science and Economics.
In 2001, he earned his Certified Financial Planner certification from the Certified Financial Planner Board of Standards.
Actieve functies van Lance Robert Ray
| Bedrijven | Functie | Begin |
|---|---|---|
Bellwether Investment Group LLC
 Bellwether Investment Group LLC Investment ManagersFinance Bellwether Investment Group LLC (Bellwether) is an independent SEC-registered asset management firm headquartered in Hixson, Tennessee. The firm was founded in 2008 by John Lindsey, Connie West, and Martin Summitt. Bellwether provides investment advice to individuals, businesses, trusts, and estates. | Portefeuillebeheerder-Aandelen | 01-08-2016 |
Opleiding van Lance Robert Ray
| Hope College | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Bellwether Investment Group LLC
Bellwether Investment Group LLC Investment ManagersFinance Bellwether Investment Group LLC (Bellwether) is an independent SEC-registered asset management firm headquartered in Hixson, Tennessee. The firm was founded in 2008 by John Lindsey, Connie West, and Martin Summitt. Bellwether provides investment advice to individuals, businesses, trusts, and estates. | Finance |
