Raymond T Difilippo
Investment adviser representative at Dbd Retirement and Financial Services
16 yearsExperience
1 stateRegistered in
$133.7MFirm assets
2 yearsFirm in business
Are you Raymond T Difilippo? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Dbd Retirement and Financial ServicesDec 2023 to now
- J.W. Cole Advisors, Inc.Oct 2019 to Dec 2023
- J.W. Cole Financial, Inc.Oct 2019 to Dec 2023
- MassmutualJan 2019 to Oct 2019
- MML Investors ServicesJan 2019 to Oct 2019
- Northwestern Mutual Investment Services LLCSep 2018 to Oct 2018
- Dbd Enterprises, LLCMay 2010 to Jul 2024
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
Dbd Retirement and Financial Services
Legal name: Dbd Retirement and Financial Services, LLC
$133.7MAssets managed
21Clients
1Advisers
2 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
- 7025249
- Firm CRD
- 328239