Cameron Ray
Advisor at Beam Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Beam Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tullahoma, TN 37388
Credentials
PFS™, Series 66
Industry experience
25 years
Cameron Ray is a financial advisor with Beam Wealth Advisors, Inc. in Tullahoma, TN, holding a PFS™ designation and Series 66 license, with 25 years of industry experience. He has worked at Beam Wealth Advisors since 2013 and previously at Securities America Inc and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is a CPA and partner at Ray & Gregory PC, a CPA firm. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies informed by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services to offer coordinated financial and tax planning.
Based on Beam Wealth Advisors, Inc.
Based on Beam Wealth Advisors, Inc.
Financial planning fixed fees generally range from $600 to $15,000 depending on scope and complexity.
$0+: less than 1% to no more than 3% annually (varies by portfolio size and services) $0+: less than 1% annually (non-discretionary management services)
Certain supervised persons offer securities brokerage services under separate commission-based arrangements.
Hourly financial planning and consulting fees range from $100 to $400 per hour.
Account minimum: $75,000 Fee-only: Financial planning fixed fees generally range from $600 to $15,000; hourly fees range from $100 to $400 per hour.
925 N. Washington Street
Tullahoma, TN 37388
Tennessee
Purshe Kaplan Sterling Investments
2022 - Present (4 years)
Securities America Inc
2015 - 2022 (7 years)
Beam Wealth Advisors, Inc.
2013 - Present (13 years)
Ray & Gregory PC
1997 - Present (29 years)
Anchor Capital
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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