Raymond Wealth Management

Raymond Wealth Management (CRD# 116780) is a financial advisory firm headquartered in , . They manage $5,940,018 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $88,657
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ

Financial Advisors at Raymond Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Gilbert J. Raymond
CRD#: 2768587
Tucson, AZ
93
Wealthminder
score

Gilbert Raymond (CRD# 2768587) is an Investment Advisor Representative working at Raymond Wealth Management in Tucson, AZ and has over 20 years of experience in the finance industry.

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