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
| Title | Managing Member & President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |