Timothy Raftis (CRD# 1823676) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 32 years of experience in the finance industry. Timothy Raftis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Wealth Strategies, LLC | San Ramon, CA | Jun 2021 - Current | 2 |
| Unemployed | San Ramon, CA | Feb 2021 - Jun 2021 | < 1 |
| B|o|s | San Francisco, CA | Mar 2017 - Feb 2021 | 3 |
| Unemployed | San Francisco, CA | Dec 2016 - Mar 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Jun 2015 - Dec 2016 | 1 |
| Bank Of America, N.a. | San Francisco, CA | Jun 2015 - Dec 2016 | 1 |
| Unemployed | Moraga, CA | Mar 2015 - Jun 2015 | < 1 |
| Legg Mason Investor Services, LLC | San Francisco, CA | Dec 2005 - Mar 2015 | 9 |
| Clearbridge Investments LLC | New York, NY | Dec 2005 - Mar 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1992 |
- CA
-
Total Assets Under Management852MILLIONS
-
Total Number of Accounts1,947ACCOUNTS
-
Average Account Value$437,495
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, LA, MI, NE, NH, NV, TX, UT, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.