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Daniel Alan Raymond

VALLEY WEALTH STRATEGIES, LLC·LODI, California
Clean recordVALLEY WEALTH STRATEGIES, LLC
404 W. PINE STREET, LODI, CA 95240CRD# 4618228Firm CRD# 289737

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Alan Raymond · LODI, CA
Registration
CRD #4618228 · VALLEY WEALTH STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Alan Raymond is a registered financial advisor based in LODI, California, affiliated with VALLEY WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VALLEY WEALTH STRATEGIES, LLC
VALLEY WEALTH STRATEGIES, LLC
AUM
$1.0B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at VALLEY WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4618228
Firm CRD# 289737
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Alan Raymond offer?
Daniel Alan Raymond specializes in Financial Planning, Investment Management. Contact their office in LODI, California for a consultation.
What are Daniel Alan Raymond's credentials?
Daniel Alan Raymond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Alan Raymond located?
Daniel Alan Raymond is based in LODI, California, working with VALLEY WEALTH STRATEGIES, LLC. Their office serves clients in the LODI metropolitan area and surrounding communities.
How does Daniel Alan Raymond charge for services?
Daniel Alan Raymond's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALLEY WEALTH STRATEGIES, LLC?
VALLEY WEALTH STRATEGIES, LLC has approximately 30 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALLEY WEALTH STRATEGIES, LLC

Paula Leann Key
LODI, CA
Oscar Martinez
LODI, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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