# Joseph Mulholand

> Joseph Mulholand is a fee-only financial advisor at Olde Raleigh Financial Group in Raleigh, North Carolina. Olde Raleigh Financial Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-mulholand/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Olde Raleigh Financial Group
- **Based in:** Raleigh, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **CRD:** 8337841 (https://adviserinfo.sec.gov/individual/summary/8337841)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2026)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://open.spotify.com/show/2ihg5rfiovyfb0rntszw08?si=88xybpc-sga23bmorjubua&dl_branch=1&nd=1&dlsi=a1bdc8033e96418f

## Frequently asked questions

### Is Joseph Mulholand a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Olde Raleigh Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Olde Raleigh Financial Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joseph Mulholand based?

Joseph Mulholand is based in Raleigh, North Carolina.

### Is Joseph Mulholand registered with the SEC?

Yes. Joseph Mulholand is registered as an investment adviser representative in NC (CRD 8337841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Joseph Mulholand?

Through Joseph's website, open.spotify.com/show/2ihg5rfiovyfb0rntszw08?si=88xybpc-sga23bmorjubua&dl_branch=1&nd=1&dlsi=a1bdc8033e96418f.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8337841): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.