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John Marvin Ray

BIP Wealth, LLC

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About John Marvin Ray

John Marvin Ray is an Investment Advisor Representative with BIP Wealth, LLC. John has been in the industry since 2007 and is registered in Georgia. John's previous experience includes positions with Berthel, Fisher & Company Financial Services, Inc., MBSC Securities Corporation and Sanford C. Bernstein & Co., LLC. John has a Series 7, Series 31 and Series 66 license. BIP Wealth, LLC provides financial planning, investment management, and portfolio management for individuals and businesses.

Firm Information

John Ray is currently registered with BIP Wealth, LLC. BIP Wealth, LLC is an investment advisor based in Atlanta, GA. The firm has over $2.8 billion in regulatory assets under management and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
BIP Wealth, LLC

3575 PIEDMONT RD, NE

ATLANTA, GA 30305

$2.83B

Assets Under Management

2

Total Clients

33

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Ray’s Registration & Firm History

GA

05/16/2014 - Present

BIP Wealth, LLC (ATLANTA GA)

GA

04/14/2011 - 09/12/2013

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SUWANEE GA)

NY

07/02/2009 - 04/04/2011

MBSC SECURITIES CORPORATION (NEW YORK NY)

GA

07/19/2007 - 11/10/2008

SANFORD C. BERNSTEIN & CO., LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 07/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2007

Series 7 - General Securities Representative Examination

BC

Issued 06/05/2007

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Marvin Ray.
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