Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Gray is a financial advisor with over 20 years of experience in the industry. Robert is a registered representative of Captrust and a licensed investment advisor in North Carolina and Texas. Robert specializes in providing financial planning and investment management services to individuals, families, and businesses. Robert has a wide range of experience in the financial services industry, having worked at several well-known firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., and NCF Financial Services, Inc. Robert is also a board member of the WakeMed Foundation and Imurj, LLC.
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
NC
08/31/2018 - Present
Captrust (RALEIGH NC)
NC
01/03/2005 - 05/12/2006
SUNTRUST INVESTMENT SERVICES, INC. (CARY NC)
NC
08/21/2003 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
NY
04/29/2002 - 09/09/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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