RM
CFP
RM
CFP
Raymond Menna is a CFP-designated registered investment advisor, based in Durham, NC, with 35 years of industry experience.
Location
280 S Mangum St, Ste 550, Durham, NC, 27701-3676
Get directionsHistory
Regulatory History (4)
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Regulatory
January 2021Final
Regulatory
August 2018Final
Customer Dispute
November 2017Settled
Customer Dispute
December 2008Denied
Other Business ActivitiesSells Insurance
Raymond is a contractor for Verity Asset Management, Inc. as an investment advisor representative and the CEO of Menna Wealth Planning Group, Inc., dedicating full-time hours to each. He also works as an independent contractor for Verity Financial Group, Inc. selling insurance and annuity products, but this takes minimal time.
Employment History
Current Registrations
The Leaders Group, INC.
November 2025 - Present · 6 mos
The Leaders Group, INC.Broker
November 2025 - Present · 6 mos
Verity Asset Management
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Verity Investments, INC.Broker
August 2020 - November 2025 · 5 yrs 3 mos
Planmember Securities Corporation
August 2010 - May 2019 · 8 yrs 9 mos
Planmember Securities CorporationBroker
August 2010 - May 2019 · 8 yrs 9 mos
Asset & Financial Planning, LTD
July 2002 - August 2010 · 8 yrs 1 mo
Mutual Capital CORP.Broker
May 2001 - May 2005 · 4 yrs
Prime Capital Services, INC.Broker
November 1990 - August 2010 · 19 yrs 9 mos
Prime Capital Services, INC.Broker
October 1990 - November 1990 · 1 mo
Vantage Financial Services, INC.Broker
June 1989 - October 1990 · 1 yr 4 mos
State Registrations11 states
CACTDEFLMANCNJNYPASCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.