Raymond Bligh (CRD# 4336038) is an Investment Advisor Representative working at Bounty Management Corp in Boston, MA and has over 18 years of experience in the finance industry. Raymond Bligh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bounty Management Corporation | Boston, MA | Aug 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
- MA
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$714,422
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA
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