Brian Raymond, financial advisor Bingham Farms MI
93 score

Brian Raymond

CRD Number: 5949167
Current Firm: Abg Portfolio Strategies, Inc.

Brian Raymond (CRD# 5949167) is an Investment Advisor Representative working at Abg Portfolio Strategies, Inc. in Bingham Farms, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Abg Portfolio Strategies Bingham Farms, MI Mar 2001 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Brian Raymond
Phone Number: 248-540-5300
Firm Website: http://www.abgpsinc.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    795
    MILLIONS
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $3,599,498
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MI, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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