Patrick Raiff (CRD# 7385360) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dayton, OH and has over 2 years of experience in the finance industry.
CRD# 1562156
Horter Investment Management, LLC
CRD# 6660754
Mariner Wealth
CRD# 5944997
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Durham, NC | May 2021 - Current | 3 |
| Dent Wizard | Greensboro, NC | Jun 2018 - May 2021 | 2 |
| University Of South Carolina-upstate | Spartanburg, SC | Aug 2015 - Apr 2018 | 2 |
| Grand Lake Mariners | Celina, OH | Jun 2017 - Aug 2017 | < 1 |
| Title Boxing | Dayton, OH | Sep 2015 - Dec 2015 | < 1 |
| Elsas On The Border | Dayton, OH | Jun 2015 - Aug 2015 | < 1 |
| University Of South Carolina-salkehatchie | Allendale, SC | Aug 2014 - May 2015 | < 1 |
| Executive Medical Centers Of Ohio | Dayton, OH | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- OH
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.