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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Ambrose Daigle is an investment advisor representative with Beacon Pointe Advisors, LLC. Raymond has been in the financial services industry since 2000. Raymond has been registered with the Securities and Exchange Commission (SEC) since 2000. Raymond has also been registered with the Financial Industry Regulatory Authority (FINRA) since 2000. Raymond's previous employers include LPL Financial LLC, Commonwealth Financial Network and Edward Jones. Raymond holds the Series 7, 31, 63 and 66 securities licenses, and the SIE exam. Raymond is licensed to sell insurance in the state of New York. Raymond specializes in financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting. Raymond is committed to providing his clients with personalized investment advice and services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
11/30/2020 - Present
Beacon Pointe Advisors, LLC (METAIRIE LA)
LA
05/29/2015 - 10/19/2020
COMMONWEALTH FINANCIAL NETWORK (Metairie LA)
LA
01/16/2004 - 06/05/2015
LPL FINANCIAL LLC (METAIRIE LA)
MO
08/08/2000 - 01/20/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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