Lawrence Wayne Gray

Employer firm

Simple Financial, LLC CRD 321616

73 advisory clients

Reported services (Item 5G)

• Financial planning
• Pension consulting
• Selection of other advisers
• BUSINESS CONSULTING

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

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

Current Employers

Employment History

• 04/2008 → Present
  American Senior Benefits
  West Jordan, UT
• 01/2016 → 05/2017
  Forest Securities, Inc
  Chicago, IL
• 08/2008 → 03/2018
  My Rental
  West Jordan, UT
• 04/2008 → Present
  Legacy Insurance & Financial Services, Llc
  West Jordan, UT
• 10/2013 → Present
  Beehive Marketing, Llc
  West Jordan, UT
• 05/2017 → 06/2019
  Legacy Wealth Management, Llc
  Boise, ID
• 07/2019 → 08/2020
  Lincoln Investment
  Fort Washington, PA
• 01/2023 → Present
  Simple Financial, Llc
  West Jordan, UT
• 08/2020 → 12/2022
  Gradient Advisors, Llc
  West Jordan, UT
• 08/2019 → 08/2020
  Capital Analysts
  West Jordan, UT
• 01/2017 → 05/2017
  Avellino Financial Advisors, Inc.
  West Jordan, UT

Previous Registrations

• 2020-08-21 → 2022-12-31
  Gradient Advisors, Llc
  West Jordan, UT
  Arden Hills, MN
• 2019-08-02 → 2020-08-12
  Lincoln Investment
  Fort Washington, PA
  West Jordan, UT
• 2019-08-02 → 2020-08-12
  Capital Analysts
  West Jordan, UT
• 2017-08-10 → 2019-06-17
  Legacy Wealth Management, Llc
  West Jordan, UT
• 2017-01-11 → 2017-05-09
  Avellino Financial Advisors, Inc.
  West Jordon, UT
  Hillside, IL

Other Businesses

LEGACY INSURANCE & FINANCIAL SERVICES POSITION: Managing Partner/Insurance Agent NATURE: Life & Health Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 200+ SECURITIES TRADING HOURS: 130 START DATE: 04/2008 ADDRESS: 6671 S. Redwood Road, Suite 200, West Jordan UT 84084, United States DESCRIPTION: Managing Partner/Insurance Agent Name: Beehive Marketing LLC Investment Related: No Address: 13971 S. Arrow Creek Dr., Draper UT 84020 Nature: Personal Services LLC ; Position: Owner Start Date: October 1, 2013 hours/month: 4 ; Hours during securities trading hours: 1 Duties: Owner/Operator Name: American Senior Benefits / Integrity Marketing Group Investment Related: Life & Health Insurance Sales Address: 6671 S. Redwood Rd. Suite 200, West Jordan, UT 84084 Nature: Life & Health Insurance Sales Brokerage Position: Regional Sales Manager / Managing Partner Start Date: 15 April 2008 / 1 Sept 2022 Hours/mo: 100 Hours During Securities Trading Hours: 85 Duties: Recruit, train, and support Life & Health Insurance Brokers

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-28
• S63 Uniform Securities Agent State Law Examination
  2014-12-18

Other Names

• Larry Gray