RM
CFP
RM
CFP

Ray Massey

9 Years of Experience
Alpharetta, GA
Broker

Ray Massey is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 9 years of industry experience.

Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Merit Financial Advisors
February 2026 - Present · 3 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2026 - Present · 3 mos
Previous Registrations
Commonwealth Financial Network
March 2020 - February 2026 · 5 yrs 11 mos
Commonwealth Financial NetworkBroker
March 2020 - February 2026 · 5 yrs 11 mos
Vanguard Advisers, INC.
December 2019 - February 2020 · 2 mos
Vanguard Marketing CorporationBroker
June 2016 - February 2020 · 3 yrs 8 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.