Raymond Halstead
Raymond Halstead is a registered investment advisor at Cetera Investment Advisers LLC, based in Mooresville, NC, with 4 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
Firm Size
IM Fee
Assets Under Management
Location
223 Williamson Rd, Suite 104, Mooresville, NC, 28117
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Raymond sells fixed insurance products for various companies, dedicating minimal time to this activity. He is also a managing partner in an accounting firm, a real estate investment LLC, and REH Wealth, LLC, as well as holding board positions at a food bank and HOA.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations4 states
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