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Raymond John Hetterich

RJH Wealth Management, Inc.

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About Raymond John Hetterich

Raymond Hetterich is an investment advisor representative with RJH Wealth Management, Inc., where Raymond has been employed since October 2011. RJH Wealth Management, Inc. is based in St. Petersburg, Florida. Prior to joining RJH Wealth Management, Inc. Raymond was associated with GWN SECURITIES INC. in St. Petersburg, Florida from 2009 to 2011 and with MEDALLION INVESTMENT SERVICES, INC. also in St. Petersburg from 2003 to 2009. Raymond has been in the securities industry since 1995.

Firm Information

Raymond Hetterich is currently registered with RJH Wealth Management, Inc.. RJH Wealth Management, Inc. is a financial advisor with 1 investment advisor representative providing financial planning, pension consulting, and selection of other advisors services to individuals. The firm has $1,000,000 in regulatory assets under management and manages portfolios for individuals and businesses.

$1.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Raymond Hetterich’s Registration & Firm History

FL

10/21/2011 - Present

RJH Wealth Management, Inc. (ST. PETERSBURG FL)

FL

11/03/2009 - 09/30/2011

GWN SECURITIES INC. (ST. PETERSBURG FL)

FL

10/31/2003 - 11/16/2009

MEDALLION INVESTMENT SERVICES, INC. (ST. PETERSBURG FL)

FL

12/05/2000 - 10/25/2003

CPA FINANCIAL ADVISERS, INC. (DAYTONA BEACH FL)

TX

11/11/1996 - 11/20/2000

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 01/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/06/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond John Hetterich.
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