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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Calhoun Gray is a financial advisor at Raymond James & Associates, Inc. in Wilmington, NC. Timothy has been in the industry since October 2007 and has a broad range of experience in financial planning, investment management, and portfolio management. Timothy has a Series 6, 7, 63, and 65 license as well as a SIE exam. Timothy has worked at BB&T Securities, LLC, Truist Investment Services, Inc., and Wells Fargo Advisors, LLC. Timothy specializes in working with high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
05/20/2021 - Present
Raymond James & Associates, Inc. (Wilmington NC)
NC
02/17/2021 - 05/20/2021
TRUIST INVESTMENT SERVICES, INC. (WILMINGTON NC)
VA
05/01/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
11/15/2010 - 05/01/2013
BB&T INVESTMENT SERVICES, INC. (FAYETTEVILLE NC)
NC
10/24/2007 - 11/09/2010
WELLS FARGO ADVISORS, LLC (FAYETTEVILLE NC)
IA
Issued 12/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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