Raymond F. Willeford
Professional summary
Raymond Frederick Willeford III, CFP®, who also goes by Raymond Frederick (iii) Willeford, is a registered financial advisor currently at DENTAL RETIREMENT STRATEGIES, INC. located in Roswell, Georgia.
Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Raymond has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Raymond Frederick Willeford III's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 25, 2003 - Present
DENTAL RETIREMENT STRATEGIES, INC.
Office #1: 600 Houze Way Suite D5, Roswell, GA 30076May 19, 1989 - October 2, 1991
KEOGLER, MORGAN & COMPANY, INC.
February 19, 1986 - May 30, 1989
CETERA WEALTH SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/25/2003)
Exams
Current Firm
DENTAL RETIREMENT STRATEGIES, INC.
CRD#: 127559 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 13,871,587 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
