Lance Robert Ray
Portfolio Manager-Equities at Bellwether Investment Group LLC
Profile
Mr. Lance R.
Ray is a Financial Advisor & Partner at Bellwether Investment Group LLC.
He has over 17 years of experience advising clients on financial matters.
He is the founder of Focus Pointe Financial and specializes in financial planning for business and individual clients.
In 1998, he left a successful career in commercial foodservice sales to pursue his passion of building a practice serving the financial needs of his clients.
Mr. Ray graduated from Hope College in 1992 with a degree in Political Science and Economics.
In 2001, he earned his Certified Financial Planner certification from the Certified Financial Planner Board of Standards.
Lance Robert Ray active positions
| Companies | Position | Start |
|---|---|---|
Bellwether Investment Group LLC
 Bellwether Investment Group LLC Investment ManagersFinance Bellwether Investment Group LLC (Bellwether) is an independent SEC-registered asset management firm headquartered in Hixson, Tennessee. The firm was founded in 2008 by John Lindsey, Connie West, and Martin Summitt. Bellwether provides investment advice to individuals, businesses, trusts, and estates. | Portfolio Manager-Equities | 2016-07-31 |
Training of Lance Robert Ray
| Hope College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Bellwether Investment Group LLC
Bellwether Investment Group LLC Investment ManagersFinance Bellwether Investment Group LLC (Bellwether) is an independent SEC-registered asset management firm headquartered in Hixson, Tennessee. The firm was founded in 2008 by John Lindsey, Connie West, and Martin Summitt. Bellwether provides investment advice to individuals, businesses, trusts, and estates. | Finance |
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