Richard Alan Raybin

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 12/2023
  Lifetime Capital Group
  Redwood City, CA
• 01/2024 → 12/2024
  Lifetime Legacy Services
  Redwood City, CA
• 12/2024 → Present
  Wealth Enhancement Group
  Redwood City, CA
• 12/2024 → Present
  Wealth Enhancement Advisory Services
  Redwood City, CA

Previous Registrations

• 2006-07-17 → 2025-01-14
  Lifetime Legacy Services, Llc
  San Carlos, CA
  Redwood City, CA
  San Mateo, CA
  Redwood City, CA
  Redwood City, CA
• 2005-03-18 → 2006-05-12
  New England Securities
  Foster City, CA
  Foster City, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-13
• S63 Uniform Securities Agent State Law Examination
  2004-05-28

Designations

• Certified Financial Planner

Other Names

• Richard Raybin