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Philip Daniel Ray

Regency Investment Advisors Inc.

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About Philip Daniel Ray

Philip Ray is a financial advisor with Regency Investment Advisors Inc. based in Fresno, CA. Philip is a Certified Financial Planner™ and has been in the financial services industry since 1990. Philip has experience providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Philip is registered in the state of California.

Firm Information

Philip Ray is currently registered with Regency Investment Advisors Inc.. Regency Investment Advisors Inc. is an investment advisor based in Fresno, CA. The firm provides financial planning, pension consulting, and educational seminars. Regency Investment Advisors Inc. manages assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm has approximately $877 million in regulatory assets under management.
Regency Investment Advisors Inc.

1312 W HERNDON, SUITE 101

FRESNO, CA 93711

$877.33M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Philip Ray’s Registration & Firm History

CA

01/01/2025 - Present

Regency Investment Advisors Inc. (FRESNO CA)

MN

11/21/1990 - 06/02/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/21/1990 - 06/02/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/12/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Daniel Ray.
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