John
Raleigh
Shilanski & Associates, Inc
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About this Advisor
John Raleigh is a certified financial planner based in Sarasota, Florida with 6 years of industry experience. Raleigh currently works for Shilanski & Associates, Inc. During their career, Raleigh has held roles at Shilanski & Associates Inc, Raleigh & Associates, Inc, John Raleigh, Cardinal Mooney High School, Humane Society Of Sarasota County, Summit Brokerage Services, Inc and Summit Financial Group Inc. Raleigh has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Shilanski & Associates, Inc is a registered investment firm operating out of Anchorage, AK. The firm has a total of 16 financial advisors. It handles $324 million in assets across its 2,098 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,098 accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial advisory services are based on which service is provided. However, fees charged by Shilanski & Associates, Inc most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shilanski & Associates, Inc Brokerage Details
$324,339,667
16
2,098
$154,595
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Raleigh Work History
John has been registered as a financial advisor for 6 years.*
Shilanski & Associates Inc
Cardinal Mooney High School
John Raleigh
Raleigh & Associates, Inc
Humane Society Of Sarasota County
Summit Financial Group Inc
Summit Brokerage Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Raleigh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shilanski & Associates, Inc
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Sarasota, FL
Anchorage, AK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
