RL
RL

Raymond Liu

1 Year of Experience
Riverton, UT
BrokerSells Insurance

Raymond Liu is a registered investment advisor, based in Riverton, UT, with 1 years of industry experience.

Location

3818 W 13400 S, Ste 600, Riverton, UT, 84065

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Raymond is an intern at State Farm, providing services to customers. This investment-related activity takes about half of his time.

Employment History
Current Registrations
State Farm Vp Management CORP.Broker
March 2025 - Present · 1 yr 2 mos
State Farm Vp Management CORP.
March 2025 - Present · 1 yr 2 mos
State Farm Investment Management CORP.
February 2025 - Present · 1 yr 3 mos
State Registrations1 state
UT
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 Liu - Financial Advisor | TrueAdvisor