Neil Ray Vannoy
Investment adviser representative at Vannoy Advisory Group, Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$172.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Vannoy Advisory Group, Inc.Nov 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Vannoy Advisory Group, Inc.
$172.4MAssets managed
54Clients
2Advisers
4 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
- 4131344
- Firm CRD
- 145806