Timothy Raftis, financial advisor San Francisco CA
96 score

Timothy Raftis

CRD Number: 1823676
Current Firm: B|o|s

Timothy Raftis (CRD# 1823676) is an Investment Advisor Representative working at B|o|s in San Francisco, CA and has over 26 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.

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Professional Designations
Company Name Location Dates Years
B|o|s San Francisco, CA Mar 2017 - Current 1
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
Contact Info for Timothy J. Raftis
Phone Number: 415-781-8535
Firm Website: http://www.bosinvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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