Raymond Singleton
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Raymond Singleton Email & Phone Number

Manager, Investment Products at LPL Financial
Location: Los Angeles Metropolitan Area, United States 4 work roles 4 schools
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Current company
Role
Manager, Investment Products
Location
Los Angeles Metropolitan Area, United States
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Raymond Singleton is listed as Manager, Investment Products at LPL Financial, a with 14027 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Raymond Singleton.

Raymond Singleton previously worked as Senior Due Diligence Analyst at Centaurus Financial, Inc.® and Due Diligence Analyst at Jrw Investments. Raymond Singleton holds Finance, Financial Analysis from Lsu Shreveport.

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LPL Financial

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About Raymond Singleton

Raymond Singleton is a Manager, Investment Products at LPL Financial.

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Raymond Singleton's current company

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LPL Financial
Lpl Financial
Manager, Investment Products
Los Angeles, CA, US
Website
Employees
14027
AeroLeads page
4 roles

Raymond Singleton work experience

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Senior Due Diligence Analyst

Current

Anaheim, Ca

Centaurus Financial, Inc is one of the nations Top Independent Broker-Dealers, with over $3.8 billion in Assets Under Management and over 350 adviser offices nationwide. As the Senior Due Diligence Analyst, my contributions to the Company include building out the Due Diligence platform through enhanced documentation and analysis of Alternative Investments that includes 1031 Exchange, Non-Traded Real Estate Investment Trust, Real Estate Private Placement, Preferred Stock and Qualified… Show more Centaurus Financial, Inc is one of the nations Top Independent Broker-Dealers, with over $3.8 billion in Assets Under Management and over 350 adviser offices nationwide. As the Senior Due Diligence Analyst, my contributions to the Company include building out the Due Diligence platform through enhanced documentation and analysis of Alternative Investments that includes 1031 Exchange, Non-Traded Real Estate Investment Trust, Real Estate Private Placement, Preferred Stock and Qualified Opportunity Zone Offerings. I have underwritten over $100 billion in Alternative Investment offerings, which includes the analysis of the underlying real estate, financial analysis of the Company and Sponsor Entity, financing and leasing terms, and potential exit strategies. I also work with our Financial Advisers to provide them with continuous updates on offering performance, introduction to new offerings and products, and insight on forthcoming products and industry changes. My accomplishments at Centaurus include the development, build-out and implementation of our Due Diligence Analysis Template and Memorandum, the writing and editing of our Due Diligence Questionnaire and Summary Sheet, and periodic training of our Due Diligence process to our adviser base. Show less

Jun 2012 - Present

Due Diligence Analyst

Pasadena, Ca

JRW Investments is a boutique investment firm specializing in Alternative Investments. We routinely worked with individual investors to determine the appropriate investment avenue as determined by their investment profile, including 1031 Exchanges, Non-Traded Real Estate Investment Trusts, and individual real estate transactions. As one of two Due Diligence Analysts, my role was to perform offering reviews and present the analysis to Registered Representatives of the Company. I was also tasked… Show more JRW Investments is a boutique investment firm specializing in Alternative Investments. We routinely worked with individual investors to determine the appropriate investment avenue as determined by their investment profile, including 1031 Exchanges, Non-Traded Real Estate Investment Trusts, and individual real estate transactions. As one of two Due Diligence Analysts, my role was to perform offering reviews and present the analysis to Registered Representatives of the Company. I was also tasked with creating an Excel-based training worksheet for incoming Due Diligence Analysts detailing our Due Diligence documentation. I also facilitated several conference calls with investors of certain real estate investments to determine the best course of action for the investment. Show less

Jun 2010 - Jun 2012

Mortgage Consultant

Torrance, Ca

Wells Fargo Home Mortgage is one of the largest residential home mortgage company's in the nation. As a Mortgage Consultant, my tasks included the origination and initial underwriting of residential home loans for Wells Fargo and Non-Wells Fargo homeowners. During the Great Recession, I originated and closed on over $20 million in residential home loans through purchases and refinancing. Prior to my position as Mortgage Consultant, I was a Licensed Personal Banker with Wells Fargo National… Show more Wells Fargo Home Mortgage is one of the largest residential home mortgage company's in the nation. As a Mortgage Consultant, my tasks included the origination and initial underwriting of residential home loans for Wells Fargo and Non-Wells Fargo homeowners. During the Great Recession, I originated and closed on over $20 million in residential home loans through purchases and refinancing. Prior to my position as Mortgage Consultant, I was a Licensed Personal Banker with Wells Fargo National Bank. In this role, I obtained my Series 7 and Series 66 security licenses, providing bank customers with enhanced personal financial and investment solutions. Show less

Apr 2006 - Jun 2010
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Colleagues at LPL Financial

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4 education records

Raymond Singleton education

FAQ

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What company does Raymond Singleton work for?

Raymond Singleton works for LPL Financial.

What is Raymond Singleton's role at LPL Financial?

Raymond Singleton is listed as Manager, Investment Products at LPL Financial.

Where is Raymond Singleton based?

Raymond Singleton is based in Los Angeles Metropolitan Area, United States while working with LPL Financial.

What companies has Raymond Singleton worked for?

Raymond Singleton has worked for Lpl Financial, Centaurus Financial, Inc.®, Jrw Investments, and Wells Fargo Home Mortgage.

Who are Raymond Singleton's colleagues at LPL Financial?

Raymond Singleton's colleagues at LPL Financial include Lakesha Crawford, Collin O’Neil, Aidan Isner, Cierra Pineda, and James Faber.

How can I contact Raymond Singleton?

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What schools did Raymond Singleton attend?

Raymond Singleton holds Finance, Financial Analysis from Lsu Shreveport.

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