Inactive

Raymond Frederick Willeford

Dental Retirement Strategies, Inc.

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Current Employers

Dental Retirement Strategies, Inc.

Johns Creek, GA • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2003-09-25

GA RA
APPROVED

Since 2003-09-25

Branch Locations

600 Houze Way Suite D5, Roswell, GA 30076 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Willefordcpa Wealth Advisors, Llc	Roswell	GA	06/2003	Present
Willeford & Associates, Cpa,Pc	Roswell	GA	06/1975	Present

06/2003 → Present

Willefordcpa Wealth Advisors, Llc

Roswell, GA
06/1975 → Present

Willeford & Associates, Cpa,Pc

Roswell, GA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-02-05

S63 Uniform Securities Agent State Law Examination

1986-02-05

Designations

Other Names

Raymond Frederick (Iii) Willeford

View on SEC IAPD

Other Firms

ST. JOHN & ASSOCIATES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PARK AVENUE SECURITIES LLC

FORUM FINANCIAL MANAGEMENT, LP

BARNARD FINANCIAL GROUP, LLC

HOWARD CAPITAL MANAGEMENT, LLC

NEWEDGE ADVISORS

LPL FINANCIAL LLC

Other Investors

BRYAN MICHAEL TOTRI

Casey Shaun Bradley

JACK MEYER ERBS

Bryson James Jenkins

Joseph Mitchell Riggs

PAUL C ELLINGTON

Other Offices

ST. JOHN & ASSOCIATES, INC. · ROSWELL, GA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roswell, GA

PARK AVENUE SECURITIES LLC · ROSWELL, GA

ST. JOHN & ASSOCIATES, INC. · ROSWELL,, GA

FORUM FINANCIAL MANAGEMENT, LP · Roswell, GA

BARNARD FINANCIAL GROUP, LLC · ROSWELL, GA

HOWARD CAPITAL MANAGEMENT, LLC · ROSWELL, GA

NEWEDGE ADVISORS · Roswell, GA

More in Roswell, GA

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