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Carl R

Series 66, Series 63

King City, CA

Edward Jones

Carl Raggio III is a financial advisor at Edward Jones with four years of industry experience. He holds Series 66 and Series 63 licenses and previously held roles in consulting and apparel businesses, including ownership of CWR3 Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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