Raymond Capital Advisors, LLC
Raymond Capital Advisors, LLC (CRD# 154412) is a financial advisory firm headquartered in , . They manage $25,710,429 in 42 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Raymond Capital Advisors, LLC
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts42ACCOUNTS
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Average Account Value$612,153
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC
Financial Advisors at Raymond Capital Advisors, LLC
1
Geoffrey Raymond (CRD# 1642689) is an Investment Advisor Representative working at Raymond Capital Advisors, LLC in Maggie Valley, NC and has over 37 years of experience in the finance industry.
2
Lance Stonecypher (CRD# 2837617) is an Investment Advisor Representative working at Raymond Capital Advisors, LLC in Sarasota, FL and has 1 year of experience in the finance industry.
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