Raymond
Brubaker

View Capital Ria, Lp

CRD#2578337
Investment Advisor
in Dallas, TX

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About this Advisor

Raymond Brubaker is a financial advisor based in Dallas, Texas, working with View Capital Ria, Lp. Raymond has previously held positions at Vca Securities, Lp and View Capital Ria Lp. Raymond has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Raymond is part of View Capital Ria, Lp, which operates out of Dallas, Texas. The firm has 17 employees and manages assets totaling $1.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at View Capital Ria, Lp includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

2727 N. Harwood Street Suite 225
Dallas, TX 75201

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View Capital Ria, Lp Brokerage Details

Total Assets Under Management

$1,603,807,745

TX Average: $3,042,739,679
Total Number of Employees

17

TX Average: 49
Total Number of Accounts

162

TX Average: 2,315
Average Account Size

$9,900,048

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Raymond Brubaker Work History

2011 - Present (13 years)

Vca Securities, Lp

2011 - Present (13 years)

View Capital Ria Lp

Disclosures

Please visit the SEC profile of Raymond Brubaker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at View Capital Ria, Lp

Kelly Hohertz
Dallas, TX
Austin Tatum
Dallas, TX
Salvador Sanchez
Dallas, TX
Raymond Brubaker
Dallas, TX
Kenichi Shoji
Dallas, TX
Peter Paddock
Dallas, TX
Stephanie Byrd
Dallas, TX
Jaime Palmer
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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