Raymond Martin Backers
Investment adviser representative at Q2 Wealth Management
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$123.5MFirm 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
12 years in the industry.
- Q2 Wealth Management LLCApr 2021 to now
- Q2 Wealth Insurance LLCApr 2021 to now
- Rite Financial Group LLCFeb 2018 to Mar 2022
- Hurricane Financial CorpFeb 2018 to May 2021
- Backers Financial LLCFeb 2016 to Mar 2022
- Accelerated Wealth Advisors LLCMay 2015 to Feb 2018
- Accelerated WealthMar 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 4 states (KY, MI, SC, TX).
Q2 Wealth Management
Legal name: Q2 Wealth Management LLC
$123.5MAssets managed
152Clients
3Advisers
1 yearIn 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
- 6490814
- Firm CRD
- 314932