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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Douglas Ray is an investment advisor representative for OneDigital Investment Advisors. Mark has been in the industry for over 30 years. He is registered as an Investment Advisor Representative in California and has worked for several firms including Triad Advisors and Kestra Investment Services. Mark has a strong track record of success in providing financial advice to individuals, businesses, and institutions. He specializes in retirement planning, investment management, and wealth management.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/01/2025 - Present
Onedigital Investment Advisors (Sacramento CA)
CA
07/12/2021 - 11/01/2022
TRIAD ADVISORS LLC (Sacramento CA)
CA
09/26/2006 - 07/12/2021
KESTRA INVESTMENT SERVICES, LLC (SACRAMENTO CA)
CA
06/21/1990 - 09/28/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
WI
06/21/1990 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 09/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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