Ryan Mumy (CRD# 4673615) is an Investment Advisor Representative working at Sollinda Capital Management LLC in Hickory, NC and has over 20 years of experience in the finance industry. Ryan Mumy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7063689
Edward Jones
CRD# 5699012
Edward Jones
CRD# 5699016
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sollinda Capital Management LLC | Miami, FL | Mar 2024 - Current | < 1 |
| Mumy Financial Advisors, LLC | Hickory, NC | Dec 2011 - Current | 12 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | Jul 2009 - Current | 14 |
| Capital Investment Group, Inc. | Raleigh, NC | Jul 2009 - Dec 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
- NC
-
Total Assets Under Management917MILLIONS
-
Total Number of Accounts1,159ACCOUNTS
-
Average Account Value$791,029
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, NC
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