Timothy Gray
Senior Vice President , Financial Advisor at The Cape Fear Group at Raymond James
- Role
- Financial Advisor, Wms at Raymond James
- Location
- Wilmington, NC, US
- LinkedIn followers
- 500 followers
About Timothy Gray
License: Series 63, 65, and 7, North Carolina Life and Health insurance, Medicare and…
Experience
Financial Advisor, Wms
May 2021 — Present · Wilmington, NC, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC
Education
Montreat College
Bachelors
1998 — 2002
Skills
- Estate Planning
- Asset Allocation
- Financial Services
- Retirement Planning
- Investment Advisory
- 401k Rollovers
- Financial Advisory
- Wealth Management Services
- Retirement Plan Consulting
- Series 63
- Risk Management
- Series 65
- Credit
- Wealth Accumulation
- Trust Services
- Investment Management
- Investments
- Retirement
- Portfolio Management
- Asset Managment
- Wealth
- High Net Worth Individuals
- Wealth Management
- Life
- Strategic Planning
- Securities
- Series 6
- Strategic Financial Planning
- Iras
- Series 7
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