Ray Smith
Advisor at TFB Advisors, LLC
Updated today
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.
Firm
TFB Advisors, LLC
Location
Stillwater, OK
Credentials
ChFC®, Series 63, Series 65
Industry experience
41 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Financial planning and consulting fees can be fixed fees ranging from $500 to $5,000 depending on scope and complexity
0.25% to 1.5% annually (varies based on portfolio size, composition, services, and advisor)
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements
Fee-only: Financial planning and consulting fees range from $500 to $5,000 (fixed, negotiable)
Work history
TFB Advisors, LLC
2022 - Present (4 years)
Ameritas Advisory Services, LLC
2021 - 2023 (2 years)
Ray Smith Wealth Management
2016 - Present (10 years)
Tax Favored Benefits
2016 - Present (10 years)
Ameritas Investment Company, LLC
1984 - Present (42 years)
Ameritas Life Insurance Corp.
1974 - Present (52 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Kevin C
Series 63, Series 65
Stillwater, OK
Edward Jones
Blake S
Series 66
Stillwater, OK
Edward Jones
Patricia H
CFP®, Series 63, Series 66
Stillwater, OK
Edward Jones
Cody M
CFP®, Series 63, Series 65
Stillwater, OK
Stillwater Financial
John C
Series 63, Series 66
Perry, OK
Acrylic Financial, Inc.
David C
ChFC®, Series 63, Series 65
Perkins, OK
Hornor, Townsend & kent, LLC
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