Raymond LacourseCRD Number: 703092
Current Firm: Cetera Advisors LLC
Raymond Lacourse (CRD# 703092) is an Investment Advisor Representative working at Cetera Advisors LLC in Easthampton, MA and has over 30 years of experience in the finance industry. Raymond Lacourse 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.
Lpl Financial LLC
Ubs Financial Services Inc.
Ubs Financial Services Inc.
|Cetera Advisors||Denver, CO||Oct 2019 - Current||2|
|Metacomet Ridge Advisors||Southampton, MA||Jul 2019 - Current||3|
|Lpl Financial, LLC||Easthampton, MA||Mar 1999 - Oct 2019||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1992|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management24,026MILLIONS
Total Number of Accounts84,769ACCOUNTS
Average Account Value$283,424
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VI, VT, WA, WI, WV, WY
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