Raymond Lejano
Raymond Lejano is a registered investment advisor at UBS Financial Services INC., based in Newport Beach, CA, with 34 years of industry experience. Raymond is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
888 San Clemente Drive, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
Raymond is the proprietor/owner of Seniors Helping Seniors, providing medical and non-medical personal services. He is also a partner at Living Well Home Care, providing home and companionship care for the elderly, starting in October 2023.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
State Registrations12 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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