Raul Elizalde is a registered investment advisor at Path Financial, LLC, based in Sarasota, FL, with 17 years of industry experience. Raul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 54 clients with $36M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$35.8M
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Location
Sarasota, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Path Financial, LLC
June 2008 - Present · 17 yrs 11 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.