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DR

David B. Ray

GUIDESTONE FINANCIAL SERVICES
Dallas, TX 75244-6152
Some features on this profile are disabled
CRD#: 1287312
DR

Professional summary


David Brian Ray, who also goes by David Ray, is a registered financial professional currently at GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas.

David is registered as a RR (Registered Representative) and started their career in finance in 1984. David has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Ray

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view David Brian Ray's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 23, 2025 - Present

GUIDESTONE FINANCIAL SERVICES

Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
BD
CRD#: 148249
Dallas, TX
Past

April 29, 2020 - October 18, 2022

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

June 27, 2014 - December 31, 2016

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

January 29, 2010 - August 6, 2010

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

January 29, 2010 - March 8, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEWISVILLE, TX
Past

August 1, 2005 - January 5, 2010

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
IRVING, TX
Past

October 18, 1995 - July 20, 2005

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WESTLAKE, TX
Past

March 2, 1995 - July 20, 2005

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

January 13, 1994 - February 14, 1995

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

October 6, 1988 - December 3, 1993

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

January 30, 1987 - October 5, 1988

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
Past

March 17, 1986 - December 16, 1986

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
Past

August 2, 1984 - June 17, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/4/2025)
RR
Alaska
(8/4/2025)
RR
Arizona
(6/27/2025)
RR
Arkansas
(8/19/2025)
RR
Colorado
(6/24/2025)
RR
Connecticut
(6/24/2025)
RR
District of Columbia
(6/30/2025)
RR
Florida
(6/23/2025)
RR
Hawaii
(8/5/2025)
RR
Idaho
(6/27/2025)
RR
Illinois
(6/23/2025)
RR
Indiana
(8/18/2025)
RR
Kansas
(8/5/2025)
RR
Kentucky
(6/23/2025)
RR
Louisiana
(6/30/2025)
RR
Maine
(8/27/2025)
RR
Maryland
(6/23/2025)
RR
Michigan
(6/23/2025)
RR
Minnesota
(6/23/2025)
RR
Mississippi
(6/23/2025)
RR
Missouri
(8/5/2025)
RR
Montana
(6/23/2025)
RR
Nebraska
(6/23/2025)
RR
Nevada
(8/5/2025)
RR
New Hampshire
(8/4/2025)
RR
New Jersey
(6/23/2025)
RR
New Mexico
(8/19/2025)
RR
Ohio
(8/5/2025)
RR
Oklahoma
(6/23/2025)
RR
Oregon
(8/5/2025)
RR
Rhode Island
(8/5/2025)
RR
South Carolina
(6/23/2025)
RR
South Dakota
(6/23/2025)
RR
Tennessee
(8/14/2025)
RR
Texas
(6/23/2025)
RR
Utah
(8/4/2025)
RR
Vermont
(8/28/2025)
RR
Virginia
(8/19/2025)
RR
Washington
(8/11/2025)
RR
West Virginia
(8/14/2025)
RR
Wisconsin
(8/21/2025)
RR
Wyoming
(8/5/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/26/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


GF
GUIDESTONE FINANCIAL SERVICES
GUIDESTONE FINANCIAL SERVICES

CRD#: 148249 / SEC#: , 8-67995

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
Mailing Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
Phone number
(214) 720-6486
Established
Texas since 06/26/2008
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTIONMEMBER
BAILEY, CHAD MICHAELPRESIDENT5567481
COOK, ROBERT SCOTTCHIEF COMPLIANCE OFFICER AND VICE PRESIDENT5587943
HALPIN, JEREMY LOWELLFINOP/CFO/TREASURER6560503
HAMES, DEANA FOLMARDIRECTOR7444625
KELLY, CHRISTOPHER LEEDIRECTOR7178167
TUCKER, JASONDIRECTOR8141526

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GUIDESTONE FINANCIAL SERVICES

CRD#: 148249Dallas, TX 75244-6152

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