Stillwater, OK
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Ray owns Ray Smith Wealth Management, sells life and health insurance, and solicits existing clients. He is also a financial advisor soliciting securities, life, and health insurance, and an Investment Adviser Representative for TFB Advisors, LLC. These activities each take about a quarter of his time.