Christopher James Ray
Investment adviser representative at Guidance Point Retirement Services, LLC
14 yearsExperience
3 statesRegistered in
$85.4MFirm assets
14 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.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Guidance Point Retirement Services, LLCApr 2024 to now
- Fidelity InvestmentsMay 2021 to Mar 2024
- UnemployedNov 2020 to May 2021
- TIAADec 2012 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, NH).
Guidance Point Retirement Services, LLC
$85.4MAssets managed
7Clients
7Advisers
14 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
- 2754792
- Firm CRD
- 161000