Travis Ray
BY DESIGN FINANCIAL PLANNING
GREENSBORO, NC 27401
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CRD#: 7629688
Professional summary
Travis Ray, CFP® is a registered financial advisor currently at BY DESIGN FINANCIAL PLANNING located in Greensboro, North Carolina.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Travis has worked at 1 firm .
Question & Answer
What are your service offerings?
Budgeting
Inheritance
Small Business Planning
Employee and Employer Plan Ben...
Investment Planning
Debt Management
Tax Planning
Comprehensive Financial Planni...
Education Planning
Retirement Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Generation X
Investment Advice with Ongoing...
Middle Income Client Needs
Millennials
Are you a "fiduciary"?
Yes
Aliases
None
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.
TLR Rentals, LLC; NOT investment-related; Greensboro, NC; nature of business: To produce income by purchasing real estate properties; Owner (since September 2021 ); Approximate Hours Per Month: 2-5; # of hours devoted during securities trading hours: 0; Duties: Acquire properties, property management, tenant relations, and bookkeeping. By Design Consulting Services, LLC; NOT investment-related; Greensboro, NC; nature of business: provides software consulting services to other businesses; Owner (since January 2023); Approximate Hours Per Month: 80 - 100 hrs; # of hours devoted during securities trading hours: 20; Duties: Analyze current software in use for businesses, provide guidance on software solutions, assist with implementing new technology/software and best practices, and tax preparation.
CRS (Client Relationship Summary) - RIA
Click below to view Travis Ray'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®
CFP®
Start date: 2021
Experience
Current
October 26, 2022 - Present
BY DESIGN FINANCIAL PLANNING
Office #1: 104 Paisley St., Greensboro, NC 27401RIA
CRD#: 323253
GREENSBORO, NC
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
North Carolina(10/26/2022)
Exams
Current Firm
BY DESIGN FINANCIAL PLANNING
BY DESIGN FINANCIAL PLANNING | BY DESIGN FINANCIAL PLANNING, LLC
CRD#: 323253 / SEC#:
North Carolina
Registered Investment Advisory firm - (10/20/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
104 Paisley St., Greensboro, NC 27401
Mailing Address
Phone number
(336) 265-7358
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 69 |
| AUM (Assets Under Management) | $ 2,893,859 |
Red Flags
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Company Information
BY DESIGN FINANCIAL PLANNING
CRD#: 323253Greensboro, NC 27401TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
