David Raymond Email & Phone Number
Financial Advisor @ LPL Financial
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David Raymond Location
- Doylestown, PA, US
David Raymond Work
- Financial Advisor @ (October 2014 - Present)
- Financial Advisor @ PNC Investments (December 2006 - August 2014)
- Financial Advisor @ (May 1997 - November 2006)
David Raymond Education
- Saint Joseph's University
Bachelor of Science (BS) (Accounting)
1985-1988 - Archbishop Kennedy 1980-1983
David Raymond Skills
- Asset Allocation
- Financial Advisory
- Financial Analysis
- Financial Services
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Retirement Planning
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Management
- Microsoft Office
- Project Management
- Microsoft Excel
- Management
David Raymond Summary
- David Raymond, based in Doylestown, PA, US, is currently a Financial Advisor at LPL Financial. David Raymond brings experience from previous roles at PNC Investments and AXA Advisors. David Raymond holds a 1985 - 1988 Bachelor of Science (BS) in Accounting @ Saint Joseph's University. With a robust skill set that includes Asset Allocation, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory and more. David Raymond has 2 mobile phone numbers on RocketReach.
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