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Ray Stephens

21 Years of Experience
Lamesa, TX
BrokerSells Insurance

Ray Stephens is a registered investment advisor, based in Lamesa, TX, with 21 years of industry experience.

Location

212 S. Houston Ave, Lamesa, TX, 79331

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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 is the president of S & C Oil Co, a partner in two family farm partnerships, a CPA/shareholder at Stephens, Stephens, & Telchik, PC, and the owner of SST Wealth Management. He also sells equity indexed annuities through Avantax, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
October 2005 - October 2019 · 14 yrs
1st Global Capital CORP.Broker
January 2005 - October 2019 · 14 yrs 9 mos
State Registrations4 states
CONCNMTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.