Joseph Reading Mcleod
Investment adviser representative at Raleigh Capital Management Inc.
11 yearsExperience
1 stateRegistered in
$397.8MFirm assets
5 yearsFirm in business
Are you Joseph Reading Mcleod? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Quincy Wells Capital, LLCJul 2026 to now
- Raleigh Capital Management Inc.Jun 2017 to now
- Raleigh Wealth Solutions, Inc.Sep 2015 to now
- Intervest International Equities CorpJan 2019 to Dec 2019
- Gf Investment Services, LLCJan 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Raleigh Capital Management Inc.
$397.8MAssets managed
470Clients
13Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6405239
- Firm CRD
- 149538