Melissa L Ray

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2010 → 10/2016
  Dokken Report
  Panama City, FL
• 11/2016 → Present
  Trifound Financial Llc
  Fort Myers, FL
• 01/2012 → 10/2016
  Securities Investment Plus / Robert Dokken
  Panama City Beach, FL
• 01/2021 → Present
  Trifound Advisory, Llc
  Fort Myers, FL

Previous Registrations

• 2021-02-26 → 2022-10-13
  Vertis Wealth, Llc
  Fort Myers, FL
  Chicago, IL
• 2015-10-02 → 2016-10-17
  Brookstone Capital Management Llc
  Panama City, FL
  Wheaton, IL

Other Businesses

GCE INSURANCE SOLUTIONS AND WEALTH MANAGEMENT POSITION: Employee NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 8 START DATE: 11/01/2022 ADDRESS: 4972 Royal Gulf Circle, Fort Myers FL 33966, United States DESCRIPTION: Providing financial advise and services to clients through Lincoln.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-13

Other Names

• Melissa Lynn Griffith
• Melissa Lynn Ray