Raymond TriplettCRD Number: 1155406
Current Firm: Eagle Strategies LLC
Raymond Triplett (CRD# 1155406) is an Investment Advisor Representative working at Eagle Strategies LLC in San Jose, CA and has 1 year of experience in the finance industry. Raymond Triplett 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.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Triplett Properties,llc.||Santa Clara, CA||Jan 2009 - Current||8|
|Saco Insurance Service, Inc.||San Jose , CA||Oct 1993 - Current||23|
|Triplett Financial & Insurance Services, LLC||San Jose, CA||Jan 1987 - Current||30|
|Nylife Securities Inc.||San Jose, CA||Feb 1983 - Current||33|
|New York Life Insurance Company||New York, NY||Sep 1977 - Current||39|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV