Michael Raymond, financial advisor North Haven CT
93 score

Michael Raymond

CRD Number: 1087313
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Raymond (CRD# 1087313) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Haven, CT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA May 2014 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2014 - Current 2
American General Life Of New York Syracuse, NY Dec 1980 - Current 36
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - May 2014 < 1
Walnut Street Securities, Inc. St. Louis, MO Aug 2003 - Aug 2013 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
Contact Info for Michael D. Raymond
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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