Unclaimed Profile

Don Lynn Ray

RAY|THEIL WEALTH MANAGEMENT, LLC·BEAVERCREEK, Ohio

Series 6Clean record23 years registeredRAY|THEIL WEALTH MANAGEMENT, LLC

70 BIRCH ALLEY, BEAVERCREEK, OH 45440CRD# 3264597Firm CRD# 157443

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Don Lynn Ray · BEAVERCREEK, OH

Registration

CRD #3264597 · RAY|THEIL WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RAY|THEIL WEALTH MANAGEMENT, LLC

RAY|THEIL WEALTH MANAGEMENT, LLC

May 2011 – Jul 2024

BEAVERCREEK, OH

DEAN FINANCIAL SERVICES

Oct 2004 – Jun 2011

DAYTON, OH

DEAN INVESTMENTS

Jan 2003 – Jun 2011

DAYTON, OH

Registrations & Exams

FINRA examinations passed

Series 6

Registration record

First registered · January 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAY|THEIL WEALTH MANAGEMENT, LLC

CRD 157443 · SEC 801-72348

AUM

$221M

Regulatory assets under management

Employees

99 client accounts

Services offered by RAY|THEIL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RAY|THEIL WEALTH MANAGEMENT, LLC →

Introduction

Speak with Don

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Don is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEAVERCREEK?

Browse all registered financial advisors in BEAVERCREEK, Ohio or claim this profile if it's yours.

Browse BEAVERCREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Don Lynn Ray offer?

Don Lynn Ray specializes in Financial Planning, Investment Management, Wealth Management.

What are Don Lynn Ray's credentials?

Don Lynn Ray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Don Lynn Ray located?

Don Lynn Ray is based in BEAVERCREEK, Ohio, last registered with RAY|THEIL WEALTH MANAGEMENT, LLC.

How does Don Lynn Ray charge for services?

Don Lynn Ray's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAY|THEIL WEALTH MANAGEMENT, LLC?

RAY|THEIL WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →