DB
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David Bray

20 Years of Experience
Henderson, NV
1 DisclosureSells Insurance

David Bray is a registered investment advisor at Bray Capital Group LLC, based in Henderson, NV, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 61 clients with $2M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
61 clients
Average Client Portfolio
$33K average
Assets Under Management
$2.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1489 W Warm Springs Road, Suite 110, Henderson, NV, 89014

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2013
Other Business ActivitiesSells Insurance

David is a senior agent at Senior Health Group, marketing and selling insurance products, and a sales manager at Vivint Solar. He also works as an insurance agent selling life and health insurance, and as a therapist at HeadsUp Guidance and Therapy, Healing with Grace, and Angels Matter.

Employment History
Current Registrations
Bray Capital Group LLC
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Brooklight Place Securities, INC.Broker
December 2013 - October 2016 · 2 yrs 10 mos
Transamerica Financial Advisors, INC.
September 2011 - September 2013 · 2 yrs
Transamerica Financial Advisors, INCBroker
November 2010 - September 2013 · 2 yrs 10 mos
Brokers International Financial Services, LLC.Broker
September 2008 - July 2010 · 1 yr 10 mos
World Group Securities, INC.Broker
April 2003 - April 2008 · 5 yrs
State Registrations1 state
NV
Advisor

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.

Exams
No exam information available for this advisor.
David Bray - Financial Advisor | TrueAdvisor