Travis Ray

Employer firm

By Design Financial Planning CRD 323253

$4.91M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2022 → Present
  By Design Financial Planning, Llc
  Greensboro, NC
• 08/2012 → 10/2022
  Envestnet
  Greensboro, NC
• 09/2021 → Present
  Tlr Rentals, Llc
  Greensboro, NC
• 01/2023 → Present
  By Design Consulting Services, Llc
  Greensboro, NC

Other Businesses

TLR Rentals, LLC; NOT investment-related; Greensboro, NC; nature of business: To produce income by purchasing real estate properties; Owner (since September 2021 ); Approximate Hours Per Month: 2-5; # of hours devoted during securities trading hours: 0; Duties: Acquire properties, property management, tenant relations, and bookkeeping. By Design Consulting Services, LLC; NOT investment-related; Greensboro, NC; nature of business: provides software consulting services to other businesses; Owner (since January 2023); Approximate Hours Per Month: 80 - 100 hrs; # of hours devoted during securities trading hours: 20; Duties: Analyze current software in use for businesses, provide guidance on software solutions, assist with implementing new technology/software and best practices, and tax preparation.

Designations

• Certified Financial Planner