Charles Raftery (CRD# 7800818) is an Investment Advisor Representative working at Riverbend Capital Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Riverbend Capital Advisors LLC | Chicago, IL | Aug 2023 - Current | < 1 |
Vacation | Wilmette, IL | Jun 2023 - Jul 2023 | < 1 |
University Of Santa Clara | Santa Clara, CA | Sep 2019 - Jun 2023 | 3 |
Tacklebox Brand Partners | Chicago, IL | Jun 2019 - Aug 2019 | < 1 |
New Trier High School | Wilmette, IL | Aug 2015 - May 2019 | 3 |
Wilmette Jr. High | Wilmette, IL | Aug 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- IL
-
Total Assets Under Management662MILLIONS
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$3,010,678
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
IL
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