Raymond Mac Vo
Investment adviser representative at Diversifi Capital Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$671.4MFirm assets
Are you Raymond Mac Vo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
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.
- Diversifi Capital IncDec 2024 to now
- Diversifi Capital LLC (formerly Compass Capital Management)Sep 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Diversifi Capital Inc
$671.4MAssets managed
277Clients
7Advisers
5 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
- 6145117
- Firm CRD
- 242788