Rav Financial

Rav Financial (CRD# 106632) is a financial advisory firm headquartered in Beachwood, OH. They manage $300,793,621 in 1,300 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    1,300
    ACCOUNTS
  • Average Account Value
    $231,380
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NH, OH

Financial Advisors at Rav Financial
Showing 1 - 5 of 5 top financial advisors.
1
Kenneth J. Paull
CRD#: 4018025
One Chagrin Highlands, 2000 Auburn Drive, Suite 400, Beachwood, OH 44122
96
Wealthminder
score

Kenneth Paull (CRD# 4018025) is an Investment Advisor Representative working at Rav Financial in Beachwood, OH and has over 16 years of experience in the finance industry. Kenneth Paull 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.

2
David M. Taucher
CRD#: 1297622
2000 Auburn Drive, Suite 400, Beachwood, OH 44122
96
Wealthminder
score

David Taucher (CRD# 1297622) is an Investment Advisor Representative working at Rav Financial in Beachwood, OH and has over 31 years of experience in the finance industry. David Taucher 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.

3
Robert A. Valente
CRD#: 867162
One Chagrin Highlands, 2000 Auburn Drive, Suite 400, Beachwood, OH 44122
96
Wealthminder
score

Robert Valente (CRD# 867162) is an Investment Advisor Representative working at Rav Financial in Beachwood, OH and has over 28 years of experience in the finance industry. Robert Valente 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.

4
Christine M. Boehnlein
CRD#: 2549788
One Chagrin Highlands, 2000 Auburn Drive, Suite 400, Beachwood, OH 44122
87
Wealthminder
score

Christine Boehnlein (CRD# 2549788) is an Investment Advisor Representative working at Rav Financial in Beachwood, OH and has 1 year of experience in the finance industry.

5
Thomas A. Moughan
CRD#: 4282451
One Chagrin Highlands, 2000 Auburn Drive, Suite 400, Beachwood, OH 44122
87
Wealthminder
score

Thomas Moughan (CRD# 4282451) is an Investment Advisor Representative working at Rav Financial in Beachwood, OH and has 1 year of experience in the finance industry.

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