AdvisorOS Directory
Claim Profile
Unclaimed Profile
RS

Raymond William Sperring

TRIUMPH CAPITAL ADVISORS LLC·DALLAS, Texas
Clean recordTRIUMPH CAPITAL ADVISORS LLC
12700 PARK CENTRAL DRIVE, SUITE 1700, DALLAS, TX 75251CRD# 6235076Firm CRD# 167408

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond William Sperring · DALLAS, TX
Registration
CRD #6235076 · TRIUMPH CAPITAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Raymond William Sperring is a registered financial advisor based in DALLAS, Texas, affiliated with TRIUMPH CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Raymond

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Raymond is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WHITESTAR ASSET MANAGEMENT LLC
WHITESTAR ASSET MANAGEMENT LLC
AUM
$4.0B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at WHITESTAR ASSET MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6235076
Firm CRD# 167408
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Raymond William Sperring offer?
Raymond William Sperring specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Raymond William Sperring's credentials?
Raymond William Sperring is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond William Sperring located?
Raymond William Sperring is based in DALLAS, Texas, working with TRIUMPH CAPITAL ADVISORS LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Raymond William Sperring charge for services?
Raymond William Sperring's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIUMPH CAPITAL ADVISORS LLC?
TRIUMPH CAPITAL ADVISORS LLC has approximately 45 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TRIUMPH CAPITAL ADVISORS LLC

Davis Ray Deadman
DALLAS, TX
Aaron Paul Graft
DALLAS, TX
Adam Daniel Nelson
DALLAS, TX
Mark Thomas Murray
DALLAS, TX
Philip Richard Braner
DALLAS, TX
Gibran Warris Mahmud
DALLAS, TX

More Advisors in DALLAS, Texas

Diane Lynn Tobin
CH INVESTMENT PARTNERS, LLC·DALLAS, TX
Glenda Kaye Bianchi
CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, TX
Michael Stephen Thomas
WEBS CREEK CAPITAL MANAGEMENT LP·DALLAS, TX
Beth Cari Friedman
CANYON CLO ADVISORS LP·DALLAS, TX
Jeffrey James Groves
INTEGRATED ADVISORS NETWORK LLC·DALLAS, TX
Bryan Mark Rigg
RIGG WEALTH MANAGEMENT, LLC·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile