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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 Roland is a registered Investment Advisor Representative with Captrust, based in Brentwood, TN. Raymond is also a Registered Representative with Captrust. Raymond has been working in the financial services industry for over 20 years. Raymond holds the following licenses: Series 7, 63, 65, 24 and 27. Raymond was previously employed by TrustCore Investments LLC and Capwealth Investment Services, LLC. Raymond provides financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and institutions.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
12/21/2022 - Present
Captrust (Brentwood TN)
TN
01/02/2018 - 12/31/2020
TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)
TN
02/04/2010 - 12/20/2017
CAPWEALTH INVESTMENT SERVICES, LLC (FRANKLIN TN)
TN
11/22/2000 - 01/29/2010
NBC SECURITIES, INC. (FRANKLIN TN)
IA
Issued 09/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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