Investment adviser representative · Raymond Capital Advisors, LLC
Geoffrey P. Raymond
CRD 1642689 · Maggie Valley, NC
At a glance
Geoffrey P. Raymond is an investment adviser representative with Raymond Capital Advisors, LLC in Maggie Valley, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Geoffrey’s SEC record dates to 2022, about 4 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Raymond Capital Advisors, LLCSince March 2022Maggie Valley, NC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Geoffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Raymond Capital Advisors, LLC
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