Roy Edward Gray

Financial advisor at Raymond James Financial Services Advisors, Inc · Dallas, TX

Last updated 2026-10-10

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Roy Edward Gray is a financial advisor at Raymond James Financial Services Advisors, Inc in Dallas, TX, CRD 4558065. Licenses and exams on the registration: Series 63, Series 65. First registered 2005-01-05.

Registration

CRD number
4558065
Registration status
Active
First registered
2005-01-05
Years of experience
21
States registered
TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • Certified Financial Planner

Work history

  • 2007-01 to Present · Raymond James Financial Services · Dallas, TX
  • 2009-01 to Present · Raymond James Financial Services Advisors, Inc · Dallas, TX
  • 2010-04 to Present · Military Installations · Dallas, TX
  • 2010-07 to Present · Smu Campus · Dallas, TX
  • 2010-03 to Present · N/A · Dallas, TX
  • 2006-10 to Present · Munn & Morris Financial Advisors · Dallas, TX
  • 2010-03 to 2024-12 · Southern Methodist University · Dallas, TN
  • 2016-04 to Present · Gulf Winds Credit Union · Pensacola, FL
  • 2023-01 to Present · Munn Gray & Associates, Inc. · Dallas, TX

Current employment

SEC IAPD record for Roy Edward Gray

Raymond James Financial Services Advisors, Inc

Regulatory AUM
$390,042,864,529
Registered advisors
6,739
Offices
4,986
Clients per advisor
75.4 (Moderate)
Average AUM per client
$767.1K (Low)
High-net-worth client ratio
18.0% (Moderate)

Raymond James Financial Services Advisors, Inc: advisors, services and reported ETF investments

What this firm offers

Filed by Raymond James Financial Services Advisors, Inc on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions
  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners

Location

14951 Dallas Pkwy, Dallas, TX 75254

3 advisors at this office.

Raymond James office in Dallas, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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