Diana Gray
Advisor at Bass and Bell, 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 Bass and Bell, 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
Little Rock, AR 72202
Credentials
Series 63, Series 66
Industry experience
31 years
Diana Gray is a financial advisor at Bass and Bell, Inc. in Little Rock, Arkansas, with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Inc. for ten years before joining Bass and Bell in 2019. Bass and Bell, Inc. serves individuals, corporations, foundations, and retirement plans, managing approximately $874.6 million across about 295 client relationships. The firm provides discretionary and non-discretionary portfolio management and financial planning, using a combination of strategic asset allocation and active investment tools including ETFs, mutual funds, equities, fixed income, and options.
Based on Bass and Bell, Inc.
Up to 0.9% annually, individually negotiated with each client
Certain employees receive commissions on insurance products they sell, separate from advisory fees
1 Information Way, Suite 200
Little Rock, AR 72202
Arkansas
Bass and Bell, Inc.
2019 - Present (7 years)
Raymond James & Associates, INC
2009 - 2019 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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