Alysa RaymondCRD Number: 4555725
Current Firm: U.s. Bancorp Investments, Inc.
Alysa Raymond (CRD# 4555725) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Lees Summit, MO and has over 14 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Cambridge Investment Research Advisors, Inc.
|U.s. Bancorp Investments, Inc.||Blue Springs, MO||Dec 2010 - Current||7|
|Commerce Brokerage Services, Inc.||St Louis, MO||Mar 2008 - Dec 2010||2|
|Unemployed||Grain Valley, MO||Jan 2008 - Mar 2008||< 1|
|First Tennessee Brokerage||Lees Summitt, MO||Jun 2002 - Dec 2007||5|
|First Tennessee||Lees Summitt, MO||Feb 2002 - Dec 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2003|
|S65||NASAA Investment Advisors Law Examination||Nov 2010|
Total Assets Under Management6,171MILLIONS
Total Number of Accounts27,543ACCOUNTS
Average Account Value$224,036
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY