Charles Louis Ray
Investment adviser representative at Summit Financial Wealth Advisors
11 yearsExperience
2 statesRegistered in
$1.8BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Summit Financial Wealth AdvisorsOct 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Summit Financial Wealth Advisors
Legal name: Summit Financial Wealth Advisors, LLC
$1.8BAssets managed
1,265Clients
17Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1836197
- Firm CRD
- 171278