TrueAdvisor
TrueAdvisor
TR
CFP
TR
CFP

Timothy Justin Raftis

Insight Wealth Strategies, LLC
34 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Insight Wealth Strategies, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
566 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$932.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

Location

2603 Camino Ramon, Suite 350, San Ramon, CA, 94583

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Insight Wealth Strategies, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
B|o|s
May 2017 - January 2021 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - January 2017 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - January 2017 · 1 yr 4 mos
Clearbridge Investments, LLC
December 2005 - February 2015 · 9 yrs 2 mos
Legg Mason Investor Services, LLCBroker
December 2005 - February 2015 · 9 yrs 2 mos
Citigroup Global Markets INC.
July 1997 - December 2005 · 8 yrs 5 mos
Citigroup Global Markets INC.Broker
July 1993 - December 2005 · 12 yrs 5 mos
Lehman Brothers INC.Broker
December 1991 - July 1993 · 1 yr 7 mos
Shearson Lehman Hutton INC.Broker
May 1988 - July 1990 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.