Lawrence W. Gray

SIMPLE FINANCIAL

West Jordan, UT 84084

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CRD#: 6218468

Professional summary

Lawrence Wayne Gray, who also goes by Larry Gray, is a registered financial advisor currently at SIMPLE FINANCIAL, LLC located in West Jordan, Utah.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lawrence has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Gray

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.

LEGACY INSURANCE & FINANCIAL SERVICES POSITION: Managing Partner/Insurance Agent NATURE: Life & Health Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 200+ SECURITIES TRADING HOURS: 130 START DATE: 04/2008 ADDRESS: 6671 S. Redwood Road, Suite 200, West Jordan UT 84084, United States DESCRIPTION: Managing Partner/Insurance Agent Name: Beehive Marketing LLC Investment Related: No Address: 13971 S. Arrow Creek Dr., Draper UT 84020 Nature: Personal Services LLC ; Position: Owner Start Date: October 1, 2013 hours/month: 4 ; Hours during securities trading hours: 1 Duties: Owner/Operator Name: American Senior Benefits / Integrity Marketing Group Investment Related: Life & Health Insurance Sales Address: 6671 S. Redwood Rd. Suite 200, West Jordan, UT 84084 Nature: Life & Health Insurance Sales Brokerage Position: Regional Sales Manager / Managing Partner Start Date: 15 April 2008 / 1 Sept 2022 Hours/mo: 100 Hours During Securities Trading Hours: 85 Duties: Recruit, train, and support Life & Health Insurance Brokers

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Wayne Gray's 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

March 27, 2023 - Present

SIMPLE FINANCIAL, LLC

Office #1: 6671 S Redwood Road Suite 200, West Jordan, UT 84084

RIA

CRD#: 321616

West Jordan, UT

Past

August 21, 2020 - December 31, 2022

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

West Jordan, UT

Past

August 2, 2019 - August 12, 2020

LINCOLN INVESTMENT

RIA

CRD#: 519

West Jordan, UT

Past

August 2, 2019 - August 12, 2020

CAPITAL ANALYSTS

RIA

CRD#: 162200

West Jordan, UT

Past

August 10, 2017 - June 17, 2019

LEGACY WEALTH MANAGEMENT, LLC

RIA

CRD#: 174767

West Jordan, UT

Past

January 11, 2017 - May 9, 2017

AVELLINO FINANCIAL ADVISORS, INC.

RIA

CRD#: 164805

West Jordon, UT

Past

January 7, 2016 - May 9, 2017

FOREST SECURITIES,INC.

CRD#: 16255

West Jordan, UT

Past

October 15, 2014 - December 14, 2015

QUESTAR CAPITAL CORPORATION

CRD#: 43100

WEST JORDAN, UT

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(4/12/2023)

IAR

Nevada
(7/14/2025)

IAR

Oregon
(3/27/2023)

IAR

Utah
(3/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/18/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/15/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SIMPLE FINANCIAL, LLC

CRD#: 321616 / SEC#:

Idaho

Registered Investment Advisory firm - (4/11/2023 Approved)

Nevada

Registered Investment Advisory firm - (7/11/2025 Approved)

Oregon

Registered Investment Advisory firm - (3/27/2023 Approved)

Utah

Registered Investment Advisory firm - (3/24/2023 Approved)

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Contact information

Main Address

6671 S Redwood Road Suite 200, West Jordan, UT 84084

Mailing Address

Phone number

(801) 707-2032

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

Lawrence W. Gray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Wayne Gray's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT ADVISORS, LLC

LINCOLN INVESTMENT

CAPITAL ANALYSTS

LEGACY WEALTH MANAGEMENT, LLC

AVELLINO FINANCIAL ADVISORS, INC.

FOREST SECURITIES,INC.

QUESTAR CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2016

Series 63

Date: 12/18/2014

SIE

Date: 5/9/2017

Series 6

Date: 10/15/2014

Current Firm

SIMPLE FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

SIMPLE FINANCIAL, LLC

TRUST BUT VERIFY

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