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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Edens Lewis is a financial advisor with over 30 years of experience in the industry. Ray is currently registered with Brandes Investment Partners, LP in California. Ray's primary focus is on providing investment advice to individuals, investment companies, pooled investment vehicles, and businesses. Ray specializes in providing financial guidance and portfolio management services to a diverse range of clients, including high-net-worth individuals, corporations, and institutional investors. Ray is also a licensed investment advisor in the state of California. Prior to joining Brandes Investment Partners, LP, Ray held various roles at other financial institutions, including ALPS Distributors, Inc. and Quasar Distributors, LLC. Ray is committed to providing clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
07/08/1997 - Present
Brandes Investment Partners, LP (SAN DIEGO CA)
CA
09/01/2015 - 07/12/2024
ALPS DISTRIBUTORS, INC. (LA JOLLA CA)
ME
10/04/2001 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
01/14/1998 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NY
06/21/1988 - 06/20/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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