Anna Saele (CRD# 7790901) is an Investment Advisor Representative working at Raleigh Capital Management Inc. in Cary, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raleigh Capital Management | Cary, NC | Jan 2023 - Current | 1 |
| Bad Daddy's Burger Bar | Raleigh, NC | Aug 2019 - Dec 2022 | 3 |
| Student | Student, NC | Jul 2013 - Dec 2022 | 9 |
| Raleigh Capital Management | Cary, NC | Jun 2022 - Aug 2022 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- NC
-
Total Assets Under Management263MILLIONS
-
Total Number of Accounts1,406ACCOUNTS
-
Average Account Value$186,913
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, MO, NC, SC, TX, VA, WA
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