Raymond Vo, financial advisor Redwood City CA

Raymond Vo

CRD Number: 6145117
Current Firm: Diversifi Capital LLC
Compensation Model: Fee Only
Raymond Vo (CRD# 6145117) is an Investment Advisor Representative working at Compass Capital Management Group LLC in Redwood City, CA and has over 3 years of experience in the finance industry.
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Company Name Location Dates Years
Compass Capital Management Group LLC Redwood City, CA Jan 2016 - Current 5
Compass Capital Management Group LLC Redwood City, CA Sep 2015 - Current 5
Dragon Financial Group San Mateo, CA Sep 2011 - Sep 2015 4
Student Riverside, CA Sep 2006 - Jun 2011 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Raymond M. Vo
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $278,791
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, TX

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Data verified by both the advisor and the public regulatory data.

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