Advisor at Valley Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valley Wealth Strategies, LLC
Location
Lodi, CA 95240
Credentials
CFP®, Series 66
Industry experience
23 years
Daniel Raymond is a CFP® professional with 23 years of experience in the financial services industry. He is currently associated with Valley Wealth Strategies, LLC and has previously worked at LPL Financial LLC and National Planning Corporation. Outside of his advisory role, he owns and operates a farm business involved in the sale of agricultural products and land rentals. Valley Wealth Strategies, LLC provides customized investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing approximately $1.2 billion in assets with a significant portion on a non-discretionary basis.
Based on Valley Wealth Strategies, LLC
Based on Valley Wealth Strategies, LLC
Fixed fee engagements negotiated based on expected hours; specific amounts not stated
$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - Negotiable: Negotiable
Up to $500 per hour
404 W. Pine Street, #6
Lodi, CA 95240
California · Massachusetts
LPL Financial
2017 - Present (9 years)
Valley Wealth Strategies, LLC
2017 - Present (9 years)
NATIONAL PLANNING CORPORATION
2009 - 2017 (8 years)
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Lawyer
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Real estate agent
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Other specialized services
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