Raymond SewardCRD Number: 5308335
Current Firm: Transamerica Financial Advisors, Inc.
Raymond Seward (CRD# 5308335) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mesa, AZ and has over 9 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Transamerica Financial Advisors, Inc.||Mesa, AZ||Jan 2012 - Current||4|
|World Financial Group, Inc.||Mesa, AZ||Feb 2011 - Current||5|
|Boeing Company||Chicago, IL||Dec 1987 - Current||28|
|Addzoo, LLC||Mcdonough, GA||Jun 2009 - Apr 2013||3|
|Investment Advisors International, Inc.||Mesa, AZ||Jun 2011 - Jan 2012||< 1|
|Gel||Johns Creek, GA||Jan 2007 - Sep 2009||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV