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Raymond Y

Series 63, Series 66

Troutman, NC

Commonwealth Financial Network

Raymond Yackel Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been associated with Commonwealth and Diversified Wealth Strategies, LLC since 2012, and has operated the Raymond A. Yackel Agency, Inc. since 1977. Outside of advisory work, he maintains ownership of the Raymond Yackel Agency Inc., which is a non-investment related business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios using various securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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