Unclaimed
Eric Ramsey Gray is a financial advisor at Valic Financial Advisors, Inc. with over 30 years of experience in the financial services industry. Eric has been a registered representative with Valic Financial Advisors, Inc. since August 2017. Before joining Valic, Eric worked with NYLIFE SECURITIES LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Eric has Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Eric specializes in providing financial advice to high-net-worth individuals, businesses and corporations. Eric offers financial planning, portfolio management, and other investment advisory services to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
03/28/2019 - Present
Valic Financial Advisors, Inc. (SHREVEPORT LA)
LA
08/12/2009 - 01/04/2017
NYLIFE SECURITIES LLC (SHREVEPORT LA)
CO
07/06/2005 - 12/04/2007
CHASE INVESTMENT SERVICES CORP. (COLORADO SPRINGS CO)
IL
03/22/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
05/22/1986 - 01/22/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 10/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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