Invested Better
Unclaimed

Unclaimed

Unclaimed

Raymond Martin Backers

Q2 Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Raymond? Claim Your Profile

About Raymond Martin Backers

Raymond Martin Backers is a Certified Financial Planner with over 7 years of experience in the financial services industry. Raymond currently works at Q2 Wealth Management and previously worked for RITE Financial Group LLC, Hurricane Financial Corp, and Backers Financial LLC. He is licensed to provide investment advisory services in Kentucky, Michigan, and Texas. Raymond specializes in financial planning, retirement planning, and portfolio management. Raymond is committed to helping clients achieve their financial goals.

Firm Information

Raymond Backers is currently registered with Q2 Wealth Management. Q2 Wealth Management is a wealth management firm headquartered in [Main Office Address]. They have 3 investment adviser representatives and manage over $111 million in assets for 433 clients. They primarily serve individuals other than high-net-worth individuals and corporations or other businesses, offering financial planning, portfolio management for individuals, and educational seminars.

$111.00M

Assets Under Management

Not reported

Total Clients

2

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Raymond Backers’s Registration & Firm History

KY

08/04/2022 - Present

Q2 Wealth Management (LEXINGTON KY)

Not sure if Raymond Martin Backers is right for you?

Licenses & Designations

IA

Issued 05/04/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Martin Backers.
Not sure if Raymond Martin Backers is right for you?