Keith Raymond is a registered investment advisor, based in Winter Park, FL, with 8 years of industry experience.
Location
400 Park Ave S, Ste 200, Winter Park, FL, 32789
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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
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
February 2018 - February 2021 · 3 yrs
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Banc of America Investment Services, INC.Broker
July 2000 - July 2000 · 0 mos
State Registrations2 states
FLNJ
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.