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Joseph Thomas Raymond

WEALTH MANAGEMENT GROUP, LLC·DOVER, Delaware
Clean recordWEALTH MANAGEMENT GROUP, LLC
220 BEISER BLVD, DOVER, DE 19904CRD# 4626297Firm CRD# 113051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Thomas Raymond · DOVER, DE
Registration
CRD #4626297 · WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Thomas Raymond is a registered financial advisor based in DOVER, Delaware, affiliated with WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
WEALTH MANAGEMENT GROUP, LLC
WEALTH MANAGEMENT GROUP
AUM
$313M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4626297
Firm CRD# 113051
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Thomas Raymond offer?
Joseph Thomas Raymond specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOVER, Delaware for a consultation.
What are Joseph Thomas Raymond's credentials?
Joseph Thomas Raymond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Thomas Raymond located?
Joseph Thomas Raymond is based in DOVER, Delaware, working with WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the DOVER metropolitan area and surrounding communities.
How does Joseph Thomas Raymond charge for services?
Joseph Thomas Raymond'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 WEALTH MANAGEMENT GROUP, LLC?
WEALTH MANAGEMENT GROUP, LLC has approximately 6 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT GROUP, LLC

Raymond Frank Book
DOVER, DE
Christine Lawrence
DOVER, DE
Judith Anne Pflaumer
DOVER, DE
Ronald Paul Vascik
DOVER, DE
Scott Richard Brown
DOVER, DE

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)LEWES (24)NEWARK (21)HOCKESSIN (12)REHOBOTH BEACH (8)0000740272 (4)ROCKLAND (3)MONTCHANIN (2)CLAYMONT (2)
City Guides
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Research
Advisor Fees in DelawareNational Fee Analysis
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