AdvisorOS Directory
Claim Profile
Unclaimed Profile
RK

Raymond Earl Kingsfield

PBGH FINANCIAL ADVISORS, INC.·FREDERICKSBURG, Virginia
Series 7, Series 63Clean record15 years registeredPBGH FINANCIAL ADVISORS, INC.
725 JACKSON STREET, FREDERICKSBURG, VA 22401CRD# 2997119Firm CRD# 115013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Earl Kingsfield · FREDERICKSBURG, VA
Registration
CRD #2997119 · PBGH FINANCIAL ADVISORS, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PBGH FINANCIAL ADVISORS, INC.
PBMARES WEALTH MANAGEMENT LLC
Jan 2013 – Dec 2025
WILLIAMSBURG, VA
PBGH FINANCIAL ADVISORS, INC.
Nov 2010 – Jan 2013
HARRISONBURG, VA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · November 2, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PBGH FINANCIAL ADVISORS, INC.
CRD 115013 · SEC 801-69322
AUM
$135M
Regulatory assets under management
Employees
1
610 client accounts
Services offered by PBGH FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PBGH FINANCIAL ADVISORS, INC. →
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 →

Looking for a financial advisor in FREDERICKSBURG?

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

Browse FREDERICKSBURG AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Raymond Earl Kingsfield offer?
Raymond Earl Kingsfield specializes in Financial Planning, Investment Management, Wealth Management.
What are Raymond Earl Kingsfield's credentials?
Raymond Earl Kingsfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Earl Kingsfield located?
Raymond Earl Kingsfield is based in FREDERICKSBURG, Virginia, last registered with PBGH FINANCIAL ADVISORS, INC..
How does Raymond Earl Kingsfield charge for services?
Raymond Earl Kingsfield's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PBGH FINANCIAL ADVISORS, INC.?
PBGH FINANCIAL ADVISORS, INC. has approximately 1 employees and manages $135M 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 PBGH FINANCIAL ADVISORS, INC.

Sean Roger O'connell
FREDERICKSBURG, VA

More Advisors in FREDERICKSBURG, Virginia

Melody Azure Jean Fowler
AZURITE FINANCIAL·FREDERICKSBURG, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (385)MCLEAN (99)RESTON (87)ARLINGTON (74)VIRGINIA BEACH (65)ALEXANDRIA (59)CHARLOTTESVILLE (51)NORFOLK (46)VIENNA (41)ROANOKE (39)
City Guides
RICHMOND GuideMCLEAN GuideRESTON GuideARLINGTON GuideVIRGINIA BEACH Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile