Travis Ray
Financial advisor at By Design Financial Planning · Greensboro, NC
Last updated 2026-10-10
Claim your profileTravis Ray is a financial advisor at By Design Financial Planning in Greensboro, NC, CRD 7629688. IAPD registration began 2022-10-26.
Registration
- CRD number
- 7629688
- Registration status
- Active
- IAPD registration
- 2022-10-26
- Industry Experience
- 3 years
- Work Experience
- 14 years
- States registered
- FL, NC
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- CFP®
Work history
- 2022-08 to Present · By Design Financial Planning, LLC · Greensboro, NC
- 2012-08 to 2022-10 · Envestnet · Greensboro, NC
- 2021-09 to Present · Tlr Rentals, LLC · Greensboro, NC
- 2023-01 to Present · By Design Consulting Services, LLC · Greensboro, NC
Current employment
- By Design Financial Planning · Greensboro, NC
About
Travis Ray is a CFP® financial advisor at By Design Financial Planning in Greensboro, NC. The latest record indicates 3 years of industry experience and 14 years of reported work history.
Location
104 Paisley St., Greensboro, NC 27401
Official record
Are you Travis Ray?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.