Raymond Czapka (CRD# 1517429) is an Investment Advisor Representative working at Progressive Wealth Management in Whittier, CA and has over 12 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond A. Czapka Dba "progressive Wealth Management" | Whittier, CA | Nov 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management1MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$800,000
- Other
- Selection of other advisers (including private fund managers)
CA
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