Unclaimed Profile

Brian Raymond

ABG PORTFOLIO STRATEGIES, INC.·BINGHAM FARMS, Michigan

Series 65Clean record15 years registeredABG PORTFOLIO STRATEGIES, INC.

30100 TELEGRAPH RD, BINGHAM FARMS, MI 48025CRD# 5949167Firm CRD# 111116

Profile Verification

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

Identity

Brian Raymond · BINGHAM FARMS, MI

Registration

CRD #5949167 · ABG PORTFOLIO STRATEGIES, INC. · 15 years registered

Brand Profile

Not yet started

Career History

GLOBAL RETIREMENT PARTNERS LLC

Apr 2026 – present

SENTINEL PENSION ADVISORS, LLC.

Jan 2020 – Feb 2026

Troy, MI

ABG PORTFOLIO STRATEGIES, INC.

Jun 2011 – Dec 2019

BINGHAM FARMS, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 29, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABG PORTFOLIO STRATEGIES, INC.

CRD 111116 · SEC 801-56383

AUM

$127M

Regulatory assets under management

Employees

72 client accounts

Services offered by ABG PORTFOLIO STRATEGIES, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ABG PORTFOLIO STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Raymond offer?

Brian Raymond specializes in Investment Management. Contact their office in BINGHAM FARMS, Michigan for a consultation.

What are Brian Raymond's credentials?

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

Where is Brian Raymond located?

Brian Raymond is based in BINGHAM FARMS, Michigan, working with ABG PORTFOLIO STRATEGIES, INC.. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.

How does Brian Raymond charge for services?

Brian Raymond's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABG PORTFOLIO STRATEGIES, INC.?

ABG PORTFOLIO STRATEGIES, INC. has approximately 8 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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