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Raymond Massey

Advisor at IQ Capital Strategy LLC

Updated today
IQ Capital Strategy LLC logo

Firm

IQ Capital Strategy LLC

Location

Seneca, SC 29678

Credentials

Series 63, Series 65

Industry experience

25 years

About

Raymond Massey is a financial advisor with IQ Capital Strategy LLC in Seneca, SC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at multiple firms including Fortune Financial Services, First Dominion Capital Corp., and Founders Financial Securities. Outside of finance, he owns and manages Massey Transport LLC, a trucking company, and Massey Grading and Cleaning, which provides land grading and cleaning services. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, using algorithmic trade-signal software and diversified portfolios including ETFs, equities, fixed income, single-stock futures, and commodities to seek capital appreciation with controlled volatility.

Client services

Based on IQ Capital Strategy LLC

Portfolio management
Portfolio management for charitable organizations

Expertise

Based on IQ Capital Strategy LLC

Active portfolio management

Fee options

Percentage

1% to 2.5% annually (negotiated annual fee based on assets under management)

Other

Account minimum: $25,000

Location

735 North Townville Street

Seneca, SC 29678

Most active in

South Carolina

Work history

Fortune Financial Services, Inc.

2020 - Present (6 years)

Massey Transport LLC

2019 - Present (7 years)

First Dominion Capital Corp.

2018 - 2019 (1 year)

IQ Capital Strategy, LLC (Massey Investments)

2017 - Present (9 years)

LPL Financial, llc

2017 - 2017 (1 year)

Advantage Investment Management, LLC

2017 - 2017 (1 year)

Founders Financial Securities LLC

2009 - 2017 (8 years)

Massey Investment Group

2002 - 2017 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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