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MEMBER PROFILE

 

Liam Mulcahy

Raymond James

 

Member profile details

Membership level
DC Metro Individual
First name
Liam
Last name
Mulcahy
Title
Financial Advisor
Company
Raymond James
 

XPX ROLE

Leadership Role
Membership Committee
 

CONTACT INFORMATION

City
Washington, DC
State
District of Columbia
 

PROFILE INFORMATION

Call me when
you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.
Why I/we support XPX
to meet other advisors and learn best practices for serving business owners.
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Exit/Transition Planning
  • Fiduciary
  • Investments
  • Lending
  • Retirement
Client Industry(ies)
  • Business Services
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Telecommunications
Transition Planning Certification or Methodology
CEPA
In Business Since
May 2022
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