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Daniel Alan Raymond

Managing Member & PresidentValley Wealth Strategies, LLCCRD 4618228

About Daniel Alan Raymond

Daniel Alan Raymond is listed as Managing Member & President at Valley Wealth Strategies, LLC in Lodi, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Valley Wealth Strategies, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Alan Raymond work?

Daniel Alan Raymond is listed as Managing Member & President at Valley Wealth Strategies, LLC on SEC Form ADV.

How much of Valley Wealth Strategies, LLC does Daniel Alan Raymond own?

Form ADV reports a beneficial ownership band of Over 75%.

Valley Wealth Strategies, LLC

TitleManaging Member & President
OwnershipOver 75%
Control personYes
Since2017
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