Timothy Justin Raftis
Investment adviser representative at Insight Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Insight Wealth Strategies, LLCJun 2021 to now
- UnemployedFeb 2021 to Jun 2021
- B|o|sMar 2017 to Feb 2021
- UnemployedDec 2016 to Mar 2017
- Bank of America, N.A.Jun 2015 to Dec 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (CA).
Insight Wealth Strategies, LLC
$1.2BAssets managed
585Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1823676
- Firm CRD
- 293644