Unclaimed Profile

Jill Christine Raymond

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.·CONCORD, California

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record7 years registeredHUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

2300 CLAYTON ROAD, SUITE 300, CONCORD, CA 94520CRD# 3141781Firm CRD# 290090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jill Christine Raymond · CONCORD, CA

Registration

CRD #3141781 · HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. · 7 years registered

Brand Profile

Not yet started

Career History

MML INVESTORS SERVICES, LLC

Oct 2019 – present

MML INVESTORS SERVICES, LLC

Oct 2019 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2018 – Oct 2019

Concord, CA

HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS)

Oct 2018 – Oct 2019

SAN RAFAEL, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · October 9, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

CRD 290090 · SEC 801-111879

AUM

$692M

Regulatory assets under management

Employees

31 client accounts

Services offered by HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

Per Form ADV

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. →

Introduction

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Frequently Asked Questions

What services does Jill Christine Raymond offer?

Jill Christine Raymond is a registered financial advisor in CONCORD, California. Contact their office for details on services offered.

What are Jill Christine Raymond's credentials?

Jill Christine Raymond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Christine Raymond located?

Jill Christine Raymond is based in CONCORD, California, working with HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.

How does Jill Christine Raymond charge for services?

Jill Christine Raymond's firm is compensated through percentage of aum, other: percentage of plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.?

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. has approximately 5 employees and manages $692M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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