Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Cripps De witt is an Investment Advisor Representative at Realta Investment Advisors, Inc. with over 20 years of experience in the financial services industry. Raymond has held a variety of roles at prominent financial institutions including Ameriprise Financial Services, Inc., U.S. Bancorp Investments, Inc., and Sigma Financial Corporation. Raymond specializes in providing financial planning and investment management services to individuals, families, and businesses. Raymond is also a licensed insurance agent and actively manages several real estate ventures.
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.
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.
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
DE
01/26/2024 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
UT
04/23/2019 - 11/22/2023
CONCORDE INVESTMENT SERVICES, LLC (Murray UT)
UT
09/28/2015 - 04/29/2019
SIGMA FINANCIAL CORPORATION (SOUTH JORDAN UT)
UT
08/07/2012 - 09/28/2015
U.S. BANCORP INVESTMENTS, INC. (SALT LAKE CITY UT)
UT
06/05/2007 - 08/10/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
UT
10/16/2006 - 06/08/2007
WADDELL & REED, INC. (SALT LAKE CITY UT)
UT
09/06/2006 - 10/10/2006
THE O.N. EQUITY SALES COMPANY (SANDY UT)
MI
01/21/2003 - 09/23/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
08/13/2001 - 01/22/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
05/07/2001 - 08/21/2001
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
FL
03/07/2001 - 05/09/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
05/18/2000 - 03/15/2001
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
UT
12/16/1998 - 04/14/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
GA
07/11/1997 - 12/15/1998
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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