George Dylan Phipps
Investment adviser representative at Raleigh Capital Management Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$397.8MFirm assets
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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, LLCMay 2026 to now
- Raleigh Wealth SolutionsAug 2024 to now
- Raleigh Capital Management, Inc.Mar 2024 to now
- Great Point Capital, LLCAug 2024 to May 2026
- Financial Directions GroupOct 2020 to Feb 2024
- Fidelity InvestmentsOct 2015 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6581172
- Firm CRD
- 149538