Unclaimed Profile

Clare Raleigh

HAYES FINANCIAL, INC.·SAN JOSE, California

Clean recordHAYES FINANCIAL, INC.

99 ALMADEN BLVD, SAN JOSE, CA 95113CRD# 5392695Firm CRD# 288733

Profile Verification

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

Identity

Clare Raleigh · SAN JOSE, CA

Registration

CRD #5392695 · HAYES FINANCIAL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Clare Raleigh is a registered financial advisor based in SAN JOSE, California, affiliated with HAYES FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HAYES FINANCIAL, INC.

AUM

$345M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HAYES FINANCIAL, INC. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5392695

Firm CRD# 288733

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Frequently Asked Questions

What services does Clare Raleigh offer?

Clare Raleigh specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.

What are Clare Raleigh's credentials?

Clare Raleigh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clare Raleigh located?

Clare Raleigh is based in SAN JOSE, California, working with HAYES FINANCIAL, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Clare Raleigh charge for services?

Clare Raleigh's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAYES FINANCIAL, INC.?

HAYES FINANCIAL, INC. has approximately 5 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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