Raymond M. Heidel
Professional summary
Raymond Michael Heidel, CFP®, who also goes by Raymond Heidel, is a registered financial advisor currently at FIVE RIVERS FINANCIAL ADVISORS, LLC located in North East, Maryland.
Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Raymond has worked at 4 firms and has passed the Series 63, Series 66, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Raymond Michael Heidel's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1998
Experience
October 1, 2007 - Present
FIVE RIVERS FINANCIAL ADVISORS, LLC
Office #1: 3 South Mauldin Avenue, North East, MD 21901June 2, 2006 - October 8, 2007
IC ADVISORY SERVICES, INC.
January 1, 2001 - October 2, 2006
THE INVESTMENT CENTER, INC.
February 16, 2000 - October 8, 2007
THE INVESTMENT CENTER, INC.
February 24, 1999 - March 23, 1999
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2008)
(3/14/2023)
(10/1/2007)
(10/4/2007)
(12/2/2022)
Exams
Current Firm
FIVE RIVERS FINANCIAL ADVISORS, LLC
CRD#: 120249 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 205 |
| AUM (Assets Under Management) | $ 52,604,068 |
Red Flags
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