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Lance Robert Ray
Gestore di Portafoglio-Azioni presso Bellwether Investment Group LLC
Profilo
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.
Posizioni attive di Lance Robert Ray
Società | Posizione | Inizio |
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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. | Gestore di Portafoglio-Azioni | 01/08/2016 |
Formazione di Lance Robert Ray
Hope College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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 |
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