Oklahoma State University Faculty and Staff

As a financial advisor with TFB Advisors, LLC and Ameritas Advisory Services, LLC, I am able to provide advice and assistance, for a fee, to Oklahoma State University Faculty and Staff regarding their TIAA retirement accounts.  I use Asset Mark Retirement Services, a division of Asset Mark, Inc., to manage TIAA accounts with the goal of obtaining the best possible returns given your preferences and needs.  More information about Asset Mark  can be found at www.assetmark.com.

 

 

Ray E. Smith, Jr. offers products and services using the following business names:  Ray Smith Wealth Mangement, insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments | TFB Advisors, LLC or Amerits Advisory Services (AAS) - investment advisory services.  AIC and AAS are not affiliated with Ray Smith Wealth Management or TFB Advisors, LLC.

Additional products and services may be available through Ray SmithWealth Management that are not offered through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.