Lance Robert Ray
Portfolio Manager-Aktien bei Bellwether Investment Group LLC
Profil
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.
Aktive Positionen von Lance Robert Ray
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.08.2016 |
Ausbildung von Lance Robert Ray
| Hope College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
