Ryan Mumy Email & Phone Number
Chief Investment Officer - Portfolio Manager @ Capital Investment Companies
Ryan Mumy's Location
Hickory, NC, US
Ryan Mumy's Work
- Chief Investment Officer - Portfolio Manager @ Capital Investment Companies
- Founder and CERTIFIED FINANCIAL PLANNER™ @ Mumy Financial Advisors, LLC
- Financial Consultant @ A.G. Edwards & Sons, Inc.
Ryan Mumy's Education
- Lenoir-Rhyne College
Finance
Ryan Mumy's Skills
- Personal Financial Planning
- Personalized Portfolio Management
- Fixed Income Analysis
- Insurance Planning and Analysis
- Alternative Investments
- Retirement Plan Consulting
- Qualified Retirement Plans
- Retirement Income Planning
- 401k Plan Management
- ERISA
Ryan Mumy's Summary
Ryan Mumy, based in Hickory, NC, US, is currently a Chief Investment Officer - Portfolio Manager at Capital Investment Advisory Services, LLC, bringing experience from previous roles at Mumy Financial Advisors, LLC and A.G. Edwards & Sons, Inc.. Ryan Mumy holds a Finance @ Lenoir-Rhyne College. With a robust skill set that includes Personal Financial Planning, Personalized Portfolio Management, Fixed Income Analysis, Insurance Planning and Analysis, Alternative Investments and more, Ryan Mumy contributes valuable insights to the industry.
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