Gray Way (CRD# 7726560) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Perry, GA and has 1 year of experience in the finance industry.
CRD# 4286283
Patton Albertson Miller Group, LLC
CRD# 4558215
Osaic Wealth, Inc.
CRD# 3059413
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisor Services, LLC | Roswell, GA | Nov 2023 - Current | < 1 |
| Kestra Investment Services, LLC | Roswell, GA | Oct 2023 - Current | < 1 |
| Canton Wealth Partners | Perry, GA | Apr 2023 - Sep 2023 | < 1 |
| Planters First Bank | Perry, GA | Feb 2021 - Mar 2023 | 2 |
| Stronghill Capital | Austin, TX | Apr 2020 - Dec 2020 | < 1 |
| Centerstate Bank Mortgage | Atlanta, GA | Jan 2017 - Feb 2020 | 3 |
| Unemployed / Student | Perry, GA | Jan 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- GA
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Total Assets Under Management7,300MILLIONS
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Total Number of Accounts21,652ACCOUNTS
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Average Account Value$337,139
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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