Raymond
Knezek
Awm Financial Services Inc
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About this Advisor
Raymond Knezek is a financial advisor based in Spring, Texas, working with Awm Financial Services Inc. Raymond has previously held positions at Pfsi Investments Inc, Primerica Financial Services, Hms Host, Fastenal, Lone Star Community College, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Edelman Financial Engines, and Awm Financial Services Inc. Raymond has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Raymond is part of Awm Financial Services Inc, which operates out of Spring, Texas. The firm has 13 employees and manages assets totaling $198.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Awm Financial Services Inc includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Awm Financial Services Inc Brokerage Details
$198,000,000
13
2,013
$98,361
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Raymond Knezek Work History
Awm Financial Services Inc
Edelman Financial Engines
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Pfsi Investments Inc
Hms Host
Primerica Financial Services
Fastenal
Lone Star Community College
Disclosures
Please visit the SEC profile of Raymond Knezek 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 Awm Financial Services Inc
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, 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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