Joseph Raimond (CRD# 838335) is an Investment Advisor Representative working at Raimond Wealth Management LLC in Getzville, NY and has 1 year of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raimond Wealth Management LLC | Getzville, NY | Aug 2010 - Current | 13 |
| Department Of Hud Federal Government | Buffalo, NY | Apr 1991 - Dec 2017 | 26 |
- NY
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$1,000,000
- 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
NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.