Dental Retirement Strategies, Inc.
Dental Retirement Strategies, Inc. (CRD# 127559) is a financial advisory firm headquartered in Roswell, GA. They manage $28,000,000 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$538,462
- 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
Raymond Willeford (CRD# 1453192) is an Investment Advisor Representative working at Dental Retirement Strategies, Inc. in Roswell, GA and has over 30 years of experience in the finance industry. Raymond Willeford 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.