Raymond McFolling, financial advisor Apollo Beach FL

Raymond McFolling

CRD Number: 2252235
Current Firm: Chesapeake Capital Management, LLC

Raymond McFolling (CRD# 2252235) is an Investment Advisor Representative working at Chesapeake Capital Management, LLC in Apollo Beach, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Chesapeake Capital Management, LLC Abingdon, MD Jan 2020 - Current 4
Guranteed Capital Strategies Inc. Apollo Beach, FL Dec 2011 - Current 12
Mcfolling Financial Group Apollo Beach, FL Aug 2011 - Jan 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Raymond E. McFolling
Phone Number: 410-671-2260
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $125,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

DE, FL, MD, NJ, PA

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