Raymond Backers has been Direct Owner and CCO of Q2 Wealth Management since April 2021, is a control person of the firm and directly owns 75% or more of it.
Q2 Wealth Management LLC is a Lexington, KY firm with $123M under management, 152 clients and 3 advisers in one office, as of its July 2026 filing.
Raymond Backers is Investment Adviser Representative of Q2 Wealth Management, based in Lexington, Kentucky. He owns Q2 Wealth Management, an advisory firm focused on investment management and financial planning.
Raymond Backers’ longest registration is the current one, 5 years at Q2 Wealth Management since 2021. Before joining Q2 Wealth Management in 2021, Raymond Backers was registered through Rite Financial Group and Accelerated Wealth Advisors LLC.
- Q2 Wealth ManagementCurrent– present · 5 yearsLexington, KY · Adviser representative · Firm CRD 314932
- Rite Financial Group– · 4 yearsLexington, KY · Adviser representative · Firm CRD 160924
- Accelerated Wealth Advisors LLC– · 2 yearsSterling Heights, MI · Adviser representative · Firm CRD 170022
Professional designations
Listed by Q2 Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Portfolio Management Advisor (APMA®)
Investment adviser representative registrations
Raymond Backers is registered as an investment adviser representative in 4 states. The first approvals date from October 2021; the most recent is South Carolina, in March 2026.
- KentuckySince 5 October 2021
- MichiganSince 2 February 2022
- South CarolinaSince 26 March 2026
- TexasSince 14 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 May 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Raymond Martin Backers
- CRD
- 6490814
- Firm
- Q2 Wealth Management · CRD 314932
- Role
- Direct Owner and CCO
- Office
- 1792 ALYSHEBA WAY, SUITE 150, Lexington, KY 40509
- Registration
- Investment adviser registration
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- q2wealth.com
Where does Raymond Backers work?
Raymond Backers has been Direct Owner and CCO of Q2 Wealth Management LLC since April 2021, and is a control person of the firm.
Is Raymond Backers a financial advisor?
Yes. Raymond Backers has a current investment-adviser registration in Kentucky, Michigan, South Carolina and Texas, through Q2 Wealth Management since October 2021.
How many years of experience does Raymond Backers have?
Raymond Backers has 11 years in the financial industry, since May 2015, across 3 adviser firms.
What exams has Raymond Backers passed?
Raymond Backers passed the Series 65 in May 2015.
Where did Raymond Backers work before Q2 Wealth Management?
Before Q2 Wealth Management, Raymond Backers was registered through Accelerated Wealth Advisors LLC, May 2015 to February 2018.
Where is Raymond Backers based?
Raymond Backers’ registered office is in Lexington, KY.
Is Raymond Backers registered with FINRA?
No. Raymond Backers has no current broker registration.
Is Raymond Backers a CFP?
Q2 Wealth Management lists Raymond Backers with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Raymond Backers’ record?
Search CRD 6490814 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Raymond Backers’ full registration record.