Raymond BaraldiCRD Number: 6119501
Current Firm: Hightower Advisors, LLC
Raymond Baraldi (CRD# 6119501) is an Investment Advisor Representative working at Hightower Advisors, LLC in Wayne, PA and has over 8 years of experience in the finance industry. Raymond Baraldi 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.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Hightower Securities, LLC||Wayne, PA||Sep 2016 - Current||5|
|The Vanguard Group, Inc.||Malvern, PA||Sep 2012 - Sep 2016||4|
|Game Time Management||Philadelphia, PA||Nov 2014 - Jul 2016||1|
|Archbishop Carroll High School||Radnor, PA||Mar 2006 - Jun 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2013|
Total Assets Under Management103,620MILLIONS
Total Number of Accounts101,401ACCOUNTS
Average Account Value$1,021,887
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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