Raymond Tan
from California Financial Advisors
Raymond Tan is a financial advisor based in California, San Ramon, with 29 years of experience. Raymond currently works for California Financial Advisors. Raymond maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Raymond Tan works at California Financial Advisors
California Financial Advisors is a financial advisory firm based in San Ramon, California. It currently has approximately $1,262,477,557 of assets under management and employs about 11 people. California Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2303 Camino Ramon, Suite 250, San Ramon, California, 94583
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