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Raymond Michael Tan

California Financial Advisors

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About Raymond Michael Tan

Raymond Tan is a financial advisor with California Financial Advisors based in San Ramon, CA. Raymond has been in the industry since 1987 and holds Series 6, 7 and 63 licenses. Raymond has experience working with individual and corporate clients and offers financial planning, portfolio management and consulting services. Raymond is a Chartered Financial Consultant.

Firm Information

Raymond Tan is currently registered with California Financial Advisors. California Financial Advisors is a financial advisory firm based in San Ramon, California. With over $1.7 billion in regulatory assets under management, the firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Their team of 11 investment advisor representatives and 4 licensed agents provides consulting services to help clients meet their financial goals.
California Financial Advisors

12657 ALCOSTA BLVD

SAN RAMON, CA 94583

$1.74B

Assets Under Management

1,490

Total Clients

12

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

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

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percentage of assets

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

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Raymond Tan’s Registration & Firm History

CA

03/09/1998 - Present

California Financial Advisors (SAN RAMON CA)

CA

08/13/2014 - 11/30/2016

FOOTHILL SECURITIES, INC. (Auburn CA)

CA

05/04/1998 - 08/14/2014

FINANCIAL TELESIS INC (AUBURN CA)

IN

09/17/1987 - 05/28/1998

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

09/17/1987 - 05/28/1998

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

09/17/1987 - 01/03/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

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Licenses & Designations

BC

Issued 08/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/24/1996

Series 7 - General Securities Representative Examination

BC

Issued 09/16/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Michael Tan.
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