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Troy Ray

Berger Financial Group

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About Troy Ray

Troy Ray is an investment advisor representative with Berger Financial Group. Troy has been in the financial services industry since January 2011. Troy has a Series 63 and Series 66 license and is registered with the states of Arizona and Texas. Prior to joining Berger Financial Group, Troy was an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Voya Financial Advisors, Inc.

Firm Information

Troy Ray is currently registered with Berger Financial Group. Berger Financial Group is a financial advisory firm headquartered in Plymouth, Minnesota. The firm has 7 licensed agents, 35 investment adviser representatives, and 52 individuals involved in investment advisory functions. Berger Financial Group manages approximately $1.66 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They provide financial planning, educational seminars, and portfolio management services.
Berger Financial Group

1695 STATE HWY 169

PLYMOUTH, MN 55441

$1.66B

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Troy Ray’s Registration & Firm History

MN

11/14/2023 - Present

Berger Financial Group (PLYMOUTH MN)

AZ

10/31/2016 - 08/24/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

07/01/2015 - 06/13/2016

VOYA FINANCIAL ADVISORS, INC. (SUN CITY WEST AZ)

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Licenses & Designations

BOTH

Issued 11/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Troy Ray. Review regulatory record here.
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