RB
ChFC
RB
ChFC

Raymond Bardoul

33 Years of Experience
Marietta, GA
BrokerSells Insurance

Raymond Bardoul is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Marietta, GA, with 33 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3696 Largent Way Suite 300, Marietta, GA, 30064

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History

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.

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Other Business ActivitiesSells Insurance

Raymond is an insurance agent selling life, disability, fixed annuities, and long-term care insurance since 1990, dedicating a few hours per week. He also works full-time as a financial professional for Totus Wealth Management since 2023.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
September 2023 - Present · 2 yrs 8 mos
Cetera Advisors LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
September 2023 - March 2024 · 6 mos
MML Investors Services, LLC
March 2003 - September 2023 · 20 yrs 6 mos
MML Investors Services, LLCBroker
June 2001 - September 2023 · 22 yrs 3 mos
Hornor, Townsend & Kent, INC.Broker
October 1999 - July 2001 · 1 yr 9 mos
The Leaders Group, INC.Broker
August 1997 - October 1999 · 2 yrs 2 mos
Sun Investment Services CompanyBroker
July 1992 - August 1997 · 5 yrs 1 mo
State Registrations21 states
ALAZCAFLGAILINKYMAMEMINCNVNYOHPASCTNTXUTWA
AdvisorBrokerBoth

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.
Raymond Bardoul - Financial Advisor | TrueAdvisor