Raymond Schon, financial advisor Munhall PA

Raymond Schon

CRD Number: 4464744
Current Firm: State Farm Investment Management Corp.

Raymond Schon (CRD# 4464744) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Munhall, PA and has over 22 years of experience in the finance industry.

Similar Advisors
Jonathan Adams, financial advisor Munhall PA
Jonathan Adams
CRD# 6271613
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Kevin Adams, financial advisor Munhall PA
Kevin T. Adams
CRD# 2871138
Janney Montgomery Scott LLC
Similar Advisors
Michelle Adelsperger, financial advisor Munhall PA
Michelle M. Adelsperger
CRD# 4700067
Trustmont Advisory Group, Inc.
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Munhall, PA Oct 2018 - Current 5
Ray Schon Insurance Agency Munhall, PA Feb 2004 - Current 20
State Farm Vp Management Corp Munhall, PA Feb 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Raymond A. Schon
Phone Number: 800-447-0740
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.