Unclaimed
Timothy Alan Gray is a financial advisor with over nine years of experience in the industry. Timothy is a registered representative of First Command Advisory Services and has been with the firm since December 2015. Timothy is licensed in 24 states and specializes in helping individuals and families achieve their financial goals. Timothy holds the Series 6, Series 63, Series 65 and SIE licenses. Timothy is also registered as an Investment Advisor Representative (IAR) in Texas.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 04/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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