Dbd Retirement And Financial Services

Dbd Retirement And Financial Services (CRD# 328239) is a financial advisory firm headquartered in , . They manage $130,239,344 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/ray-di-filippo-6675804
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $3,721,124
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Dbd Retirement And Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Raymond Difilippo, financial advisor Manassas VA
Raymond T. Difilippo
CRD#: 7025249
Manassas, VA

Raymond Difilippo (CRD# 7025249) is an Investment Advisor Representative working at Dbd Retirement And Financial Services in Manassas, VA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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