Raymond Wilshire
Raymond Wilshire is a CFP-designated registered investment advisor, based in Fort Worth, TX, with 36 years of industry experience. Raymond is also registered as a broker, so some compensation may come from commissions on products sold.
Location
600 Summit Ave, Fort Worth, TX, 76102
Get directionsHistory
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 Registrations18 states
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
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