Cristina Raft (CRD# 1831026) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 26 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stone Oak Wealth Management, LLC | San Antonio, TX | Jul 2018 - Current | 5 |
| Raymond James | San Antonio, TX | Jun 2016 - Jun 2018 | 2 |
| Unemployed | San Antonio, TX | Nov 2015 - May 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio, TX | Oct 2014 - Nov 2015 | 1 |
| Williams Financial Group | San Antonio, TX | Aug 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management302MILLIONS
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Total Number of Accounts286ACCOUNTS
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Average Account Value$1,057,125
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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