Joseph McLeodCRD Number: 4528807
Current Firm: Cherry Bekaert Wealth Management LLC
Joseph McLeod (CRD# 4528807) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Raleigh, NC and has over 15 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Cb&h Wealth Management Services, LLC||Raleigh, NC||Feb 2002 - Current||15|
|Cherry Bekaert & Holland, LLP||Raleigh, NC||Dec 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2002|
Total Assets Under Management308MILLIONS
Total Number of Accounts938ACCOUNTS
Average Account Value$328,265
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, NC, SC, TN, TX, VA