Raymond Capital Advisors, LLC

Raymond Capital Advisors, LLC (CRD# 154412) is a financial advisory firm headquartered in , . They manage $25,710,429 in 42 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://raymondcapitaladvisors.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $612,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC

Financial Advisors at Raymond Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Geoffrey Raymond, financial advisor Maggie Valley NC
Geoffrey P. Raymond
CRD#: 1642689
Maggie Valley, NC

Geoffrey Raymond (CRD# 1642689) is an Investment Advisor Representative working at Raymond Capital Advisors, LLC in Maggie Valley, NC and has over 37 years of experience in the finance industry.

2
Lance Stonecypher, financial advisor Sarasota FL
Lance J. Stonecypher
CRD#: 2837617
Sarasota, FL

Lance Stonecypher (CRD# 2837617) is an Investment Advisor Representative working at Raymond Capital Advisors, LLC in Sarasota, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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