Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Ray is a financial advisor with Bellwether Investment Group, LLC based in Holly Springs, NC. Lance Ray has over 20 years of experience in the financial services industry and has a strong background in investment management and financial planning. Lance Ray is a Certified Financial Planner and holds a Series 6, 7, 24, 31, and SIE licenses. Lance Ray previously worked with Cantella & Co., Inc. and Raymond James Financial Services, Inc.
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.
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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NC
03/29/2020 - Present
Bellwether Investment Group, LLC (Holly Springs NC)
NC
09/29/2006 - 09/19/2016
CANTELLA & CO., INC. (HOLLY SPRINGS NC)
MI
06/09/2005 - 10/03/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (EAST LANSING MI)
FL
03/07/2002 - 05/23/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
WI
10/27/1998 - 03/08/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/25/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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