Ray Massey (CRD# 6654210) is an Investment Advisor Representative working at Commonwealth Financial Network in Newtown, PA and has over 8 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | Waltham, MA | Jan 2020 - Current | 4 |
Glennco, LLC | Newtown, PA | Jan 2020 - Current | 4 |
Gopuff | Philadelphia, PA | Feb 2019 - Jan 2020 | < 1 |
The Vanguard Group, Inc. | Malvern, PA | May 2016 - Jan 2020 | 3 |
Amazon Flex | Langhome, PA | Nov 2018 - Feb 2019 | < 1 |
Self Employed | Philadelphia, PA | Dec 2017 - Dec 2018 | 1 |
To Our Children's Future With Health Inc. | Philadelphia, PA | Jan 2015 - Apr 2016 | 1 |
Peckham Inc. | Lansing, MI | Nov 2013 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2016 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- PA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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