Raymond Wilshire
Raymond Wilshire is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fort Worth, TX, with 36 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
600 Summit Ave, Fort Worth, TX, 76102
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Regulatory History (1)
Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Raymond sells equity indexed annuities through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating minimal time to this activity. He is also involved in several other businesses, including Rockin W Cattle Co, LLC, The Wilshire Foundation, Summit Outdoors, Inc, Wilshire Consultants Inc, Wilshire & Assoc/Finl & Tax, Wilshire & Associates, Inc, and WILSHIRE WEALTH MANAGEMENT LLC, taking up nearly full-time hours for Wilshire Consultants Inc and about half their time for WILSHIRE WEALTH MANAGEMENT LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations16 states
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