Raul TiongsonCRD Number: 2260527
Current Firm: Edward Jones
Raul Tiongson (CRD# 2260527) is an Investment Advisor Representative working at Edward Jones in Highlands Ranch, CO and has over 28 years of experience in the finance industry.
Schaefer Financial Management, Inc.
Schwab Private Client Investment Advisory, Inc.
|Edward Jones||St Louis, MO||Nov 2021 - Current||< 1|
|Nylife Securities LLC||Denver, CO||Dec 2019 - Nov 2021||1|
|New York Life Insurance Company||Denver, CO||Sep 2019 - Nov 2021||2|
|Premier Financial Alliance||Suwanee, GA||Apr 2019 - Oct 2019||< 1|
|Unemployed||Centennial, CO||Jan 2019 - Mar 2019||< 1|
|Charles Schwab & Co Inc.||Lone Tree, CO||Jun 1992 - Dec 2018||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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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