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 @ LPL Financial
2024 - 2024 Sr. Plan Manager @ LPL Financial
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2023 - 2024 Plan Manager @ LPL Financial

2022 - 2023 401(k) Plan Advisor @ SAFE Credit Union
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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 @ THE PLAYMAKERS ORGANIZATION
2010 - 2013 Associate Planner @ Navion Financial Advisors

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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 2 mobile phone numbers on RocketReach.

Steve Raymond Emails

Found 4 emails

Steve Raymond Phone Numbers

Found 6 phone numbers

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