Osaic Wealth
32yrs
Top advisor by experience in Holly Springs
28yrs
Lance Ray has worked in the financial industry for 28 years and is a financial advisor based in Holly Springs, North Carolina. After ten years at Cantella & CO., Lance joined Bellwether Investment Group in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Lance holds the CFP® designation.
At a glance
Experience28 years (since 1998)
How that compares ?Top 11% by experience in Holly Springs
OfficeHolly Springs, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$490,641
Advisors at the firm6
States licensed ?1 state
Services through Bellwether Investment Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowBellwether Investment Group, LLCCurrent firm
- 2006 – 2016Cantella & CO., Inc.Previously
Contact Lance
(423) 698-6256Firm headquarters in Hixson, TN. Ask for Lance. Holly Springs, NCOffice · Get directions LinkedIn pageBellwether Investment GroupIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Lance
Tailored to Lance’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lance
How do I contact Lance?
Call Bellwether Investment Group at (423) 698-6256 and ask for Lance Ray. Lance works from the Holly Springs, NC office.
How long has Lance been a financial advisor?
Lance has been in the industry since 1998, about 28 years. Top 11% by experience in Holly Springs.
What licenses does Lance hold?
Series 63. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Lance paid?
Bellwether Investment Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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