Mikayla
Raleigh
Raleigh Capital Management Inc
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About this Advisor
Mikayla Raleigh is a certified financial planner operating in Cary, North Carolina who has 4 years of industry experience. Raleigh currently works for Raleigh Capital Management Inc. During their career, the advisor has held roles at Raleigh Wealth Solutions, Oklahoma State University, National Cheerleaders Assoc, Perry High School, Nc State University, Athens Drive High School, Raleigh Capital Management Inc, Aag Capital Inc and Great Point Capital, LLC. Raleigh maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Raleigh Capital Management Inc is a financial advisory firm based in Cary, NC. It oversees $247 million in assets under management among its 1,346 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,346 client accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees largely vary depending on the services offered. However, fee types charged by Raleigh Capital Management Inc can consist 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
Mikayla Raleigh Work History
Mikayla has been registered as a financial advisor for 4 years.*
Great Point Capital, LLC
Raleigh Wealth Solutions
Raleigh Capital Management Inc
Aag Capital Inc
Oklahoma State University
Perry High School
National Cheerleaders Assoc
Nc State University
Athens Drive High School
*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 Mikayla 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 Raleigh Capital Management Inc
Cary, NC
Cary, NC
Cary, NC
Cary, NC
Cary, NC
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.
