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 19 years of experience in the finance industry.
Barkey Financial, LLC
|Steel Family Investments, LLC||Chicago, IL||May 2013 - Current||4|
|Pbmares Wealth Management, LLC||Fredericksburg, VA||Jan 2013 - Current||4|
|Point Capital Kensington & Fairmount Mgrs LLC||Chatham, NJ||Apr 2006 - Current||11|
|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
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