RS
ChFC
RS
ChFC

Ray Edward Smith

41 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
3,047 clients
Average Client Portfolio
$282K average
Assets Under Management
$859.6M

Fee Structure

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Location

Stillwater, OK

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

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.

Employment History
Current Registrations
Tfb Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Ameritas Investment Company, LLCBroker
May 1984 - Present · 41 yrs 9 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - June 2023 · 1 yr 7 mos
Ameritas Advisory Services
January 1997 - November 2021 · 24 yrs 10 mos
State Registrations11 states
ARCOFLIAINKSKYMOOHOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.