Lance Ray
Lance Ray is a CFP-designated registered investment advisor at Bellwether Investment Group, LLC, based in Holly Springs, NC, with 27 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 313 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bellwether Investment Group offers investment management services where fees are negotiable up to 2.00% of the assets managed. The fee includes investment advice and, if requested, financial planning. Bellwether does not adjust its advisory fee for intra-period additions or withdrawals of assets from managed accounts.
Location
Holly Springs, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Lance is involved in fixed insurance sales, including life and health (DI), and LTC (non-variable), dedicating a few hours per week. He also has rental income from leasing a residence and farmland, which takes minimal time.
Employment History
Current Registrations
Bellwether Investment Group, LLC
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.