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Raymond Frank Book

WEALTH MANAGEMENT GROUP, LLC·DOVER, Delaware
Series 65Clean record25 years registeredWEALTH MANAGEMENT GROUP, LLC
220 BEISER BLVD, DOVER, DE 19904CRD# 4399512Firm CRD# 113051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Frank Book · DOVER, DE
Registration
CRD #4399512 · WEALTH MANAGEMENT GROUP, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

SAVANT WEALTH MANAGEMENT
Jul 2023 – present
WEALTH MANAGEMENT GROUP
Jun 2001 – Aug 2023
DOVER, DE
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 11, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH MANAGEMENT GROUP, LLC
CRD 113051 · SEC 801-64413
AUM
$313M
Regulatory assets under management
Employees
6
824 client accounts
Services offered by WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTH MANAGEMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Raymond Frank Book offer?
Raymond Frank Book specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOVER, Delaware for a consultation.
What are Raymond Frank Book's credentials?
Raymond Frank Book is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Frank Book located?
Raymond Frank Book 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 Raymond Frank Book charge for services?
Raymond Frank Book'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

Joseph Thomas Raymond
DOVER, DE
Ronald Paul Vascik
DOVER, DE
Christine Lawrence
DOVER, DE
Scott Richard Brown
DOVER, DE
Judith Anne Pflaumer
DOVER, DE

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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