Lance R. Ray,  CFP<sup>&reg;</sup> - Financial Advisor

Lance R. Ray, CFP®

Focus Pointe Financial, LLC

PO Box 136
Holly Springs, NC 27540
FINANCIAL ADVISOR'S WEBSITE
(877) 741-6636
(919) 805-3225

General

Lance Ray is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Focus Pointe Financial, LLC in Holly Springs, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Personal Taxes

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