Richard Gray

Wealth Advisor

Bio

“I want to be an asset for people. To leave them better off than they were before I met them. In whatever capacity that brings.” -Rick Gray

Rick Gray strives to work with integrity and affect his clients’ lives in a meaningful and positive way. He specializes in serving pre- and post-retirees, as well as small business owners.

As an advisor, Rick always starts with a plan, and prepares for the long term while keeping his clients involved and aware of their assets. He strives to put client needs first by working with integrity and building long, productive relationships with them. His goal is to spread the knowledge of personal finance and investments while aiming to help clients reach their goals. The most fascinating part about working with his clients is getting to know them and learning about their lives, which allows him to tailor their client experience to their specific situation.

Rick resides in Dacula, Georgia, where he has lived for over 20 years. Prior to becoming an advisor, he worked in banking, management, and professional baseball. Outside of the office, Rick enjoys playing golf, riding his mountain bike, fishing, and spending time with his wife and kids. 

richard.gray@lpl.com

678.522.4941

Niche Markets

Philanthropy

Education

pre-retirees
post-retirees
small business owners

food pantry volunteer at crosspointe church

Embry riddle university

Services Include

but are not limited to

retirement income
planning

INVESTMENT 
MANAGEMENT

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Licenses & Registrations

Series 7
Series 63
Series 66
Securities Registration States:
Insurance Registration States:

Series 7: 
General Securities Representative
Held with LPL Financial

Series 63:
Uniform Securities State Agent
Held with LPL Financial

Series 66:
Uniform Investment Adviser
Held with LPL Financial & IAA

Securities Registration States:
FL, GA

Insurance Registration States:
GA

General Securities Representative
Uniform Securities State Agent
Uniform Investment Adviser
FL, GA
GA

Held with LPL Financial 
Held with LPL Financial
Held with LPL Financial & IAA


check my background with finra