Advisor at Chesapeake Capital Management, LLC
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Firm
Chesapeake Capital Management, LLC
Location
Apollo Beach, FL
Credentials
Series 63, Series 65
Industry experience
14 years
Raymond Mcfolling is a financial advisor with Chesapeake Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guranteed Capital Strategies Inc. and Mcfolling Financial Group. He is also president of Guaranteed Capital Strategies Inc., an insurance sales business. Chesapeake Capital Management, LLC serves individual and high-net-worth clients with portfolio management and financial planning services. The firm operates as a team of seven advisors, offering both discretionary and non-discretionary solutions, and emphasizes client communication and education through seminars and workshops.
Based on Chesapeake Capital Management, LLC
Apollo Beach, FL
Florida
Chesapeake Capital Management, LLC
2020 - Present (6 years)
Guranteed Capital Strategies Inc
2011 - Present (15 years)
Mcfolling Financial Group
2011 - 2020 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Caliber Wealth Advisory
Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from Stetson University with a Master of Business Administration and a Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for ten years, primarily as a Financial Consultant, where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom has served in the Army Guard, deployed overseas three times, and currently works with the 50th Regional Support Group in Homestead, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife, Michelle, and he spends his free time with her, raising their newborn daughter.
CFP®, Series 63
St. Petersburg, FL
New Perspective Wealth Management
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