Joseph
Mcleod
Raleigh Capital Management Inc
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About this Advisor
Joseph Mcleod is a financial advisor working in Cary, North Carolina with 6 years of industry experience. Mcleod works at Raleigh Capital Management Inc. During their career, Mcleod has held roles at Truwealth Capital Management, Campbell University, Raleigh Wealth Solutions, Inc, Gf Investment Services, LLC, Intervest International Equities Corp and Raleigh Capital Management. Mcleod has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Raleigh Capital Management Inc is an advisory firm operating out of Cary, NC. It has $247 million in assets between its 1,346 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,346 client accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Raleigh Capital Management Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services are offered. Fee types charged by Raleigh Capital Management Inc likely are comprised of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Raleigh Capital Management Inc Brokerage Details
$247,225,472
11
1,346
$183,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Joseph Mcleod Work History
Joseph has been registered as a financial advisor for 6 years.*
Raleigh Capital Management
Raleigh Wealth Solutions, Inc
Intervest International Equities Corp
Gf Investment Services, LLC
Truwealth Capital Management
Campbell University
*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 Joseph Mcleod 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 Raleigh Capital Management Inc
Cary, NC
Cary, NC
Cary, NC
Cary, NC
Cary, NC
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