UBS Financial Services
47yrs
Top advisor by experience in Plano
24yrs
Based in Plano, Texas, Bryan Ray is a fiduciary financial advisor with 24 years of industry experience. Bryan has been with Fisher Investments since 2021; before that, Bryan spent seven years at Merrill. Fisher Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 5% by experience at Fisher Investments
Office6500 International Parkway Suite 2050, Plano, TX 75093
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?2 states
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowFisher InvestmentsCurrent firm
- 2012 – 2020MerrillPreviously
Contact Bryan
(800) 851-8845Fisher Investments main office 6500 International Parkway Suite 2050Plano, TX 75093Office · Get directions
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Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Bryan
How do I contact Bryan?
Call Fisher Investments at (800) 851-8845 and ask for Bryan Ray. Bryan works from the Plano, TX office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2002, about 24 years. Top 5% by experience at Fisher Investments.
What licenses does Bryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Bryan 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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