Raymond De Witt (CRD# 2894063) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Murray, UT and has over 26 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Realta Investment Advisors, Inc. | Wilmington, DE | Jan 2024 - Current | < 1 |
| Realta Equities, Inc. | Wilmington, DE | Nov 2023 - Current | < 1 |
| Dewitt Wealth Management, LLC | Salt Lake City, UT | Apr 2019 - Current | 5 |
| Raymond Dewitt-sole Proprietor | Salt Lake City, UT | Aug 2012 - Current | 11 |
| Bangerter Financial Services, Inc. | Roseville, CA | Aug 2021 - Jan 2024 | 2 |
| Coastal Investment Advisors, Inc. | Wilmington, DE | Nov 2023 - Dec 2023 | < 1 |
| Concorde Investment Service, LLC | Livonia, MI | Apr 2019 - Nov 2023 | 4 |
| Concorde Asset Management, LLC | Livonia, MI | Apr 2019 - Nov 2023 | 4 |
| Sparta United | Sandy, UT | Sep 2002 - Nov 2023 | 21 |
| Windermere Commercial Real Estate | Salt Lake City, UT | Jul 2020 - Jul 2023 | 3 |
| Sigma Financial Corporation | Ann Arbor, MI | Sep 2015 - Apr 2019 | 3 |
| Sigma Planning Corporation | Ann Arbor, MI | Sep 2015 - Apr 2019 | 3 |
| Blue Sky Business Brokers | Sandy, UT | Sep 2017 - Jun 2018 | < 1 |
| U.s. Bancorp Investments, Inc. | Sandy, UT | Aug 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management800MILLIONS
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Total Number of Accounts3,529ACCOUNTS
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Average Account Value$226,609
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