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Raymond Bennett

Advisor at Adam Doty Company

Updated today

Firm

Adam Doty Company

Location

Waco, TX

Credentials

Series 65

Industry experience

4 years

About

Raymond Bennett is a financial advisor with Adam Doty Company in Waco, TX, holding a Series 65 credential and four years of industry experience. Prior to joining Adam Doty Company, he worked at Home Depot for nine years. He also owns and operates Retirement Plan Market Adaptive Portfolios, an educational resource aimed at helping retirement plan participants understand financial market dynamics. Adam Doty Company is a solo-registered advisory practice providing discretionary asset management and portfolio supervision primarily for individual clients. The firm employs a technical analysis and income-oriented investment approach, using a proprietary Retirement Plan M.A.P. framework to tailor allocations based on market conditions and client guidelines.

Client services

Based on Adam Doty Company

Portfolio management

Expertise

Based on Adam Doty Company

Income planning Passive / index investing

Fee options

Percentage

1.00% annually

Location

Waco, TX

Most active in

Texas

Work history

Adam Doty Company

2021 - Present (5 years)

Home Depot

2016 - 2021 (5 years)

Home Depot

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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