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Diana K Gray

Bass AND Bell, Inc.

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About Diana K Gray

Diana Gray has been in the financial services industry since 1992. Diana is currently registered with Bass And Bell, Inc. in Little Rock, AR. Diana has prior registration with RAYMOND JAMES & ASSOCIATES, INC., MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC. Diana holds the following licenses: Series 63, Series 66, Series 7, and SIE. Diana specializes in providing investment advice to individuals, corporations, and charitable organizations.

Firm Information

Diana Gray is currently registered with Bass AND Bell, Inc.. Bass AND Bell, Inc. is a Little Rock, Arkansas-based investment advisor with approximately $874 million in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, pension plans, and charitable organizations. They specialize in pension consulting and have over 1,100 accounts. The firm's website is www.bassandbell.com.
Bass AND Bell, Inc.

1 INFORMATION WAY

LITTLE ROCK, AR 72202

$874.63M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Diana Gray’s Registration & Firm History

AR

12/07/2020 - Present

Bass AND Bell, Inc. (LITTLE ROCK AR)

AR

01/30/2009 - 04/02/2019

RAYMOND JAMES & ASSOCIATES, INC. (LITTLE ROCK AR)

AR

04/02/2007 - 02/02/2009

MORGAN STANLEY & CO. INCORPORATED (LITTLE ROCK AR)

AR

11/23/1992 - 04/02/2007

MORGAN STANLEY DW INC. (LITTLE ROCK AR)

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Licenses & Designations

BOTH

Issued 12/07/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diana K Gray.
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