Raymond Bold
Raymond Bold is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Arlington, TX, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1615 West Abram Street, Suite 104, Arlington, TX, 76013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Raymond is a partner at Bold Financial Partners, LLC since 2012. He dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations6 states
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