Raymond Triplett, financial advisor San Jose CA
90 score

Raymond Triplett

CRD 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.

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Professional Designations
Company Name Location Dates Years
Triplett Properties,llc. Santa Clara, CA Jan 2009 - Current 7
Saco Insurance Service, Inc. San Jose , CA Oct 1993 - Current 23
Triplett Financial & Insurance Services, LLC San Jose, CA Jan 1987 - Current 29
Nylife Securities Inc. San Jose, CA Feb 1983 - Current 33
New York Life Insurance Company New York, NY Sep 1977 - Current 39

Raymond Triplett has no recent exams reported.
Contact Info for Raymond J. Triplett
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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