Raymond KingsfieldCRD Number: 2997119
Current Firm: Pbmares Wealth Management LLC
Raymond Kingsfield (CRD# 2997119) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Harrisonburg, VA and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
|Steel Family Investments, LLC||Chicago, IL||May 2013 - Current||3|
|Pbmares Wealth Management, LLC||Fredericksburg, VA||Jan 2013 - Current||3|
|Point Capital Kensington & Fairmount Mgrs LLC||Chatham, NJ||Apr 2006 - Current||10|
|Pbgh Financial Advisors Inc.||Fredericksburg, VA||Oct 2010 - Jan 2013||2|
|Winfield Associates||Cleveland, OH||Sep 2007 - Nov 2009||2|
|R.e. Kingsfield & Company||Basye, VA||Apr 2007 - Nov 2009||2|
|Gp Group, Llc / Lynx Capital||Los Angeles, CA||Sep 2007 - Apr 2009||1|
|H&k Capital Partners LLC||Baltimore, MD||Apr 2007 - Dec 2008||1|
|Kaizan Capital Corp||San Ramone, CA||Dec 2005 - Sep 2007||1|
|Point Capital Partners, LLC||Baltimore, MD||May 2004 - May 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
Total Assets Under Management391MILLIONS
Total Number of Accounts1,359ACCOUNTS
Average Account Value$287,506
- 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)
CA, FL, GA, IL, NH, TX, VA
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.