Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Massey is a financial advisor with ATX Financial Planning, LLC, registered with the state of Texas. He has been in the industry since 2002 and is currently registered with the state of Texas. Raymond has experience working with high net worth individuals and corporations or other businesses. ATX Financial Planning, LLC offers various services, including financial planning, portfolio management for individuals, and investment advisory services. The firm specializes in working with high-net-worth individuals and corporations and has a strong focus on developing personalized financial plans and investment strategies.
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.
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.
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.
Subscription fees - ongoing financial planning
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2
TX
12/16/2020 - Present
ATX Financial Planning, LLC (AUSTIN TX)
TX
05/18/2015 - 06/02/2017
COMMONWEALTH FINANCIAL NETWORK (AUSTIN TX)
TX
03/28/2014 - 05/27/2015
FINTEGRA, LLC (Austin TX)
MN
04/22/2013 - 03/12/2014
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
CO
12/22/2011 - 03/22/2013
CURIAN CLEARING, LLC (DENVER CO)
TN
10/17/2002 - 11/15/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BOTH
Issued 06/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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