Raymond Whitaker (CRD# 2732715) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Morton, IL and has over 27 years of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whitaker Wealth Management Services | Morton, IL | Oct 2022 - Current | 1 |
| Ae Wealth Management, LLC | Topeka, KS | May 2018 - Current | 5 |
| Tremont First Financial Services | Tremont, IL | Feb 1997 - Oct 2022 | 25 |
| First National Bank Tremont | Tremont, IL | Feb 1997 - Oct 2022 | 25 |
| Gf Investment Services LLC | Sarasota, FL | Mar 2014 - May 2018 | 4 |
| Global Financial Private Capital LLC | Sarasota, FL | Mar 2014 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- IL
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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