Raymond Wilcox, financial advisor Winston-salem NC

Raymond Wilcox

CRD Number: 4255308
Current Firm: Lpl Financial LLC

Raymond Wilcox (CRD# 4255308) is an Investment Advisor Representative working at Lpl Financial LLC in Winston-salem, NC and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Winston-salem, NC Feb 2018 - Current 2
Invest Financial Corporation Kernersville, NC Jan 2013 - Feb 2018 5
Lpl Financial Winston Salem, NC Mar 2009 - Jan 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Raymond H. Wilcox
Phone Number: 704-733-3300
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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