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 .

Core Areas of Focus

Cash Flow/Budgets/Credit Issues

College/Education Planning

Generation X

Investment Advice with Ongoing Management

Middle Income Client Needs

Millennials

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

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.

The advisor shows no other business activity.

Blog Corner

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^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 26, 2022 - Present

BY DESIGN FINANCIAL PLANNING

Office #1: 104 Paisley St., Greensboro, NC 27401

RIA

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)

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

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	69
AUM (Assets Under Management)	$ 2,893,859

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.

Contact information

(xxx) xxx-xxxx

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Travis Ray

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BY DESIGN FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Current Firm

BY DESIGN FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BY DESIGN FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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