Geoffrey Raymond (CRD# 1642689) is an Investment Advisor Representative working at Raymond Capital Advisors, LLC in Maggie Valley, NC and has over 37 years of experience in the finance industry.
CRD# 6042482
Advice And Planning Services
CRD# 1856611
Edward Jones
CRD# 6064869
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond Capital Advisors, LLC | Maggie Valley, NC | Jun 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
- FL
- NC
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$612,153
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, NC
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