Joseph Raymond (CRD# 7692203) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Sausalito, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Caldwell Sutter Capital, Inc. | Sausalito, CA | Jan 2023 - Current | 1 |
| Santa Monica Partners | Larchmont, NY | Aug 2020 - Jan 2023 | 2 |
| Brandes Investment Partners | La Jolla, CA | Aug 2019 - Aug 2020 | 1 |
| Brandes Institute | San Diego, CA | Jan 2016 - Aug 2019 | 3 |
| Utah Tech University | St. George, UT | Aug 2015 - May 2019 | 3 |
| Unemployed | Penryn, CA | Jun 2015 - Aug 2015 | < 1 |
| Del Oro High School | Loomis, CA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CA
- TX
-
Total Assets Under Management488MILLIONS
-
Total Number of Accounts1,256ACCOUNTS
-
Average Account Value$388,861
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, IL, NV, NY, OH, OR, TX, 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.