Thomas RaynorCRD Number: 7124329
Current Firm: Congress Wealth Management LLC
Thomas Raynor (CRD# 7124329) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has 1 year of experience in the finance industry. Thomas Raynor 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Congress Wealth Management LLC||Columbia, MD||May 2021 - Current||1|
|Pinnacle Advisory Group, Inc.||Columbia, MD||Jan 2008 - May 2021||13|
Total Assets Under Management6,320MILLIONS
Total Number of Accounts10,073ACCOUNTS
Average Account Value$627,457
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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