Landon Mundell is a CFP-designated registered investment advisor, based in Cary, NC, with 3 years of industry experience. Landon is also registered as a broker, so some compensation may come from commissions on products sold.
Location
204 Towne Village Dr, Cary, NC, 27513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Landon supports advisors, provides customer service, and offers financial planning support at Stonegate Financial, dedicating about half of his time to this role. He also has a non-owner position at StillGreen Partners, LLC, a holding company that owns Stonegate Financial, but spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Elser Financial Planning, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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