Raymond D. Branton

LIFETIME STRATEGIES

Griffin, GA 30224

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CRD#: 4023189

Professional summary

Raymond Derek Branton, CFP® is a registered financial advisor currently at LIFETIME STRATEGIES, LLC located in Griffin, Georgia.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Raymond has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CPA Firm, Member/Manager, approximately 4/5 of work time; about 6.5 hours during trading hours, began in 1994

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Derek Branton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

July 5, 2019 - Present

LIFETIME STRATEGIES, LLC

Office #1: 200 E College St, Griffin, GA 30224

RIA

CRD#: 126348

Griffin, GA

Past

December 7, 2016 - December 31, 2018

LIFETIME STRATEGIES, LLC

RIA

CRD#: 126348

GRIFFIN, GA

Past

December 10, 1999 - November 27, 2001

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(7/5/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/9/1999

General Securities Representative Examination

Current Firm

LIFETIME STRATEGIES, LLC

LIFETIME STRATEGIES, LLC | SOUTHERN CRESCENT INVESTMENT & FINANCIAL STRATEGISTS | SOUTHERN CRESCENT INVESTMENT & FINANCIAL PLANNING STRATEGISTS, L | SOUTHERN CRESCENT INVESTMENT & FINANCIAL PLANNING STRATEGISTS

CRD#: 126348 / SEC#:

Georgia

Registered Investment Advisory firm - (7/5/2019 Approved)

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Contact information

Main Address

200 E College St, Griffin, GA 30224

Mailing Address

Phone number

(770) 228-0777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 14,967,593

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.

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Raymond D. Branton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Derek Branton's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFETIME STRATEGIES, LLC

LIFETIME STRATEGIES, LLC

CETERA FINANCIAL SPECIALISTS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/8/1999

Series 7

Date: 12/9/1999

Current Firm

LIFETIME STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFETIME STRATEGIES, LLC

TRUST BUT VERIFY

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