Raymond Kingsfield, financial advisor Harrisonburg VA
96 score

Raymond Kingsfield

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Raymond E. Kingsfield
Phone Number: 757.229.7180
Registered State(s):
  • IL
  • VA
By the Numbers
  • Total Assets Under Management
    391
    MILLIONS
  • Total Number of Accounts
    1,359
    ACCOUNTS
  • Average Account Value
    $287,506
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CA, FL, GA, IL, NH, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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