Charles Louis Ray

Employer firm

Summit Financial Wealth Advisors CRD 171278

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Summit Financial Wealth Advisors
  Monroe, LA

Previous Registrations

• 2002-08-30 → 2015-10-13
  Fpl Asset Management, Llc
  Monroe, LA
• 2011-01-25 → 2015-03-24
  Fiduciary Investment Consultants, Llc
  Monroe, LA

Other Businesses

(1)CLR Inc., owner. CLR has 12% ownership in Southern Asset Management which is the management company for Summit Financial Wealth Advisors. (2)Personal investment in 2 family partnerships (Chacalouca LLC and Lorana LLC) - Sole source of revenue from both entities consist of dividends, interest and timber sales.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-01
• S63 Uniform Securities Agent State Law Examination
  1988-05-27

Other Names

• Lou Ray
• Louie Ray
• Charles Lovis Ray