Raymond Sicard (CRD# 4138600) is an Investment Advisor Representative working at Facet in Weymouth, MA and has over 5 years of experience in the finance industry. Raymond Sicard 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.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet Wealth | Baltimore, MD | Jan 2022 - Current | 2 |
| Unemployed | Weymouth, MA | Dec 2020 - Jan 2022 | 1 |
| Ameriprise Financial Services Inc. | Boston, MA | Oct 2018 - Dec 2020 | 2 |
| Unemployed | Andover, MA | Mar 2016 - Oct 2018 | 2 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Nov 2015 - Mar 2016 | < 1 |
| Unemployed | Newburyport, MA | Dec 2014 - Nov 2015 | < 1 |
| Park Street Capital | Boston, MA | Apr 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
- MA
- TX
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Total Assets Under Management2,545MILLIONS
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Total Number of Accounts24,977ACCOUNTS
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Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
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