Raymond
Difilippo
Dbd Retirement And Financial Services
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About this Advisor
Raymond Difilippo is a financial advisor based in Manassas, Virginia, working with Dbd Retirement And Financial Services. Raymond has previously held positions at Massmutual, Mml Investors Services, Dbd Enterprises, LLC, Northwestern Mutual Investment Services LLC, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, and Dbd Retirement And Financial Services. Raymond has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Raymond is part of Dbd Retirement And Financial Services, which operates out of Manassas, Virginia. The firm has one employee and manages assets totaling $130.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Dbd Retirement And Financial Services includes asset-based, hourly, and fixed fees.
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Dbd Retirement And Financial Services Brokerage Details
$130,239,344
1
35
$3,721,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Raymond Difilippo Work History
Dbd Retirement And Financial Services
Dbd Enterprises, LLC
Massmutual
Mml Investors Services
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Northwestern Mutual Investment Services LLC
Disclosures
Please visit the SEC profile of Raymond Difilippo 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 Dbd Retirement And Financial Services
Manassas, VA
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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