Brian Raleigh (CRD# 2870307) is an Investment Advisor Representative working at Raleigh Capital Management Inc. in Cary, NC and has over 26 years 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 Double Cousins, LLC | Sylva, NC | Dec 2015 - Current | 8 |
Raleigh Wealth Solutions Inc. | Cary, NC | Sep 2015 - Current | 8 |
Raleigh Capital Management Inc. | Cary, NC | Sep 2015 - Current | 8 |
Formulafolio Investments, LLC | Grand Rapids, MI | May 2015 - Apr 2020 | 4 |
Eqis Capital Management Inc. | San Rafael, CA | Feb 2009 - Apr 2020 | 11 |
Global Financial Private Capital | Sarasota, FL | May 2012 - Oct 2017 | 5 |
Brian Raleigh Insurance & Financial Services | Raleigh, NC | Nov 1995 - Sep 2015 | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1997 |
S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management263MILLIONS
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Total Number of Accounts1,406ACCOUNTS
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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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