Raymond Joseph Sicard
Investment adviser representative at Falcon Wealth Planning, LLC
9 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Falcon Wealth Planning, LLCApr 2025 to now
- UnemployedJan 2025 to Apr 2025
- LPL Financial, LLCAug 2024 to Nov 2024
- Goodman Advisory Group, LLCJul 2024 to Jan 2025
- Facet WealthJan 2022 to Jun 2024
- UnemployedJan 2021 to Jan 2022
- Ameriprise Financial Services IncJan 2018 to Dec 2020
- UnemployedMar 2016 to Oct 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, MA, TX).
Falcon Wealth Planning, LLC
$2BAssets managed
1,611Clients
23Advisers
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
- 4138600
- Firm CRD
- 174092