Raymond Werth, financial advisor Brenham TX
93 score

Raymond Werth

CRD Number: 4465046
Current Firm: Planmember Securities Corporation

Raymond Werth (CRD# 4465046) is an Investment Advisor Representative working at Planmember Securities Corporation in Brenham, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Oct 2001 - Current 15
Cgu Life Insurance Company Of America Boston, MA Oct 2001 - Current 15
Brenham Isd Brenham, TX Aug 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Raymond C. Werth
Phone Number: 805-684-1199
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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