Steve Raymond Email & Phone Number
AVP - Financial Planning Practice Mgmt. Consultant @ LPL Financial
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Steve Raymond Location
- Rocklin, CA, US
Steve Raymond Work
- 2024 -now AVP - Financial Planning Practice Mgmt. Consultant @
- 2024 -2024 Sr. Plan Manager @
- 2023 -2024 Plan Manager @
- 2022 -2023 401(k) Plan Advisor @
- 2016 -2023 LPL Financial Advisor @ SAFE Financial Services
- 2011 -2018 Board Member @ Relationship Skills Center (formerly Healthy Marriage Project)
- 2008 -2017 Member @ Financial Planning Association
- 2013 -2016 Financial Advisor ♦ avid Miami Hurricanes fan ♦ cycling fool @ Fountainhead Wealth
- 2011 -2015 Board Member @
- 2010 -2013 Associate Planner @
- 2004 -2013 Member @ Rotary Club of Sacramento
- 2010 -2011 Board Member @ Junior Achievement of Sacramento
- 2008 -2010 Investment Advisor Representative @ 20/20 Financial Advisers of Sacramento and Ameritas Investment Corp.
- 2008 -2008 Financial Advisor @ RTK Financial
- 2003 -2008 President @ Ascendency Consulting Group
Steve Raymond Education
- University of California, Davis
Cetificate Program (Personal Financial Planning)
2008-2009 - University of Miami Herbert Business School
MBA and MS (Finance and Operations Research)
2000-2002 - University of New Hampshire
Bachelor of Arts (BA) (Mathematics)
1979-1983
Steve Raymond Summary
- Steve Raymond, based in Rocklin, CA, US, is currently a AVP - Financial Planning Practice Mgmt. Consultant at LPL Financial. Steve Raymond brings experience from previous roles at LPL Financial, SAFE Credit Union and SAFE Financial Services. Steve Raymond holds a 2008 - 2009 Cetificate Program in Personal Financial Planning @ University of California, Davis. Steve Raymond has 4 emails and 3 mobile phone numbers on RocketReach.
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