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Don Lynn Ray

RAY|THEIL WEALTH MANAGEMENT, LLC·BEAVERCREEK, Ohio
Unclaimed Profile
70 BIRCH ALLEY, BEAVERCREEK, OH 45440CRD# 3264597Firm CRD# 157443
01

About

Don Lynn Ray is a registered financial advisor based in BEAVERCREEK, Ohio, affiliated with RAY|THEIL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RAY|THEIL WEALTH MANAGEMENT, LLC
RAY|THEIL WEALTH MANAGEMENT, LLC
AUM
$221M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RAY|THEIL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3264597
Firm CRD# 157443
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Don Lynn Ray offer?
Don Lynn Ray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERCREEK, Ohio for a consultation.
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, working with RAY|THEIL WEALTH MANAGEMENT, LLC. Their office serves clients in the BEAVERCREEK metropolitan area and surrounding communities.
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.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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