Raymond Difilippo (CRD# 7025249) is an Investment Advisor Representative working at Dbd Retirement And Financial Services in Manassas, VA and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dbd Retirement And Financial Services | Manassas, VA | Dec 2023 - Current | < 1 |
| Dbd Enterprises, LLC | Manassas, VA | May 2010 - Current | 13 |
| J.w. Cole Financial, Inc. | Tampa, FL | Oct 2019 - Dec 2023 | 4 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Oct 2019 - Dec 2023 | 4 |
| Massmutual | Fairfax, VA | Jan 2019 - Oct 2019 | < 1 |
| Mml Investors Services | Fairfax, VA | Jan 2019 - Oct 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | Fairfax, VA | Sep 2018 - Oct 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- VA
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$3,721,124
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
VA
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