MR
CFP
MR
CFP

Mikayla Raleigh

6 Years of Experience
BrokerSells Insurance

Mikayla Raleigh is a CFP-designated registered investment advisor, based in Cary, NC, with 6 years of industry experience.

Location

117 Edinburgh South Drive, Suite 110, Cary, NC, 27511

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mikayla is an insurance agent at Raleigh Wealth Solutions, dedicating full-time hours to servicing client accounts and related duties. She also owns New Regime BD Team, LLC for business expenses and brokerage referrals, and works as a registered representative for Great Point Capital LLC, focusing on alternative investments for about a quarter of her time.

Employment History
Current Registrations
Great Point Capital LLCBroker
July 2021 - Present · 4 yrs 9 mos
Great Point Capital LLC
July 2021 - Present · 4 yrs 9 mos
Raleigh Capital Management INC.
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Aag Capital, INCBroker
February 2021 - October 2021 · 8 mos
State Registrations17 states
CAFLGAIDMDMIMONCNENYOKPASCVAVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.