Raymond Bald (CRD# 4994693) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Exeter, NH and has over 17 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cummings, Lamont & Mcnamee | Exeter, NH | Apr 1987 - Current | 37 |
| Clm Capital Management LLC | Exeter, NH | Nov 1999 - Dec 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
- NH
-
Total Assets Under Management408MILLIONS
-
Total Number of Accounts1,313ACCOUNTS
-
Average Account Value$310,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, MA, ME, NC, NH, NY, PA, SC, TX
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