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David R

Series 63, Series 65

Harrisonburg, VA

Raymond James Financial

David Rao is a financial advisor with Raymond James Financial in Harrisonburg, VA, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2001. Outside of his advisory role, Rao manages a farming partnership focused on raising beef cattle and turkeys, and he serves as president of Dam 16 Inc., a company involved in hunting, fishing, recreation properties, and timber sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports advisory programs and institutional portfolio management through a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Lisa H

Series 66

Harrisonburg, VA

Raymond James Financial

Lisa Hasler is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. She has been with Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she teaches at the Harrisonburg Parks and Recreation Department and Valley Fitness. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Randguem B

Series 65, Series 66

Harrisonburg, VA

Raymond James Financial

Randguem Baker III is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 65 and Series 66 credentials. Baker has been involved with multiple entities including REB Investments LLC, a holding company he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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