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Robert Joseph Raymond

RR Advisors, LLC

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About Robert Joseph Raymond

Robert Joseph Raymond is a Registered Investment Advisor representative with RR Advisors, LLC in Dallas, Texas. Robert Joseph Raymond is registered to provide investment advice in Texas. Robert Joseph Raymond became an Investment Advisor Representative with RR Advisors, LLC on March 1, 2004 and holds a Series 65 license which was attained in May 2004. Robert Joseph Raymond is a member of the board of managers for Pennant Oil and Gas LLC and MWM Energy, LLC. Robert Joseph Raymond's advisory services include portfolio management for businesses and portfolio management for pooled investment vehicles. RR Advisors, LLC has an office in Dallas, Texas.

Firm Information

Robert Raymond is currently registered with RR Advisors, LLC. RR Advisors, LLC is an investment advisor located in Dallas, TX, with approximately $754,975,659 in regulatory assets under management. The firm provides portfolio management services for businesses and pooled investment vehicles. They have a total of 11 accounts, all of which are discretionary. RR Advisors, LLC has a strong focus on the energy sector.
RR Advisors, LLC

3953 MAPLE AVENUE

DALLAS, TX 75219

$754.98M

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.

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portfolio management for businesses

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

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Raymond’s Registration & Firm History

TX

09/09/2004 - Present

RR Advisors, LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 05/03/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Joseph Raymond.
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