Secrest Blakey & Associates LLC
Nombre legal: SECREST BLAKEY & ASSOCIATES, LLC
Detalles de contacto completos
Secrest Blakey & Associates LLC
7780 BRIER CREEK PARKWAY, SUITE 325, RALEIGH, NC
919-544-0500
919-544-0502
Otra información
Secrest Blakey & Associates LLC, una compañía de responsabilidad limitada de Carolina del Norte, opera con un equipo de cinco personas, tres de las cuales se dedican a prestar servicios de asesoramiento. Si bien se desconoce el número de clientes que atienden, su estado de registro de la SEC sigue siendo aprobado desde su registro en noviembre de 2014.
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Southeast Financial Group: Financial Planning Investment Management Insurance Retirement - Raleigh, Durham, Chapel Hill
401k rollover, ira management, ira rollover, Financial Advisor, Financial Planning, Wealth Management, raleigh wealth management, RIA raleigh, RIA durham, raleigh financial advisor, durham wealth management, durham financial advisor, raleigh certified financial planner, Hourly Financial Planning, Re…
Propietarios directos
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EDWARD BLAIR SECREST
CHIEF COMPLIANCE OFFICER posee menos de 5%
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SOUTHEAST FINANCIAL GROUP, INC.
MANAGING MEMBER posee 75% o más
Empresas ubicadas cerca
Top Holdings
- ISHARES TR CORE S&P500 ETF $8,419k
- Schwab Aggregate Bond ETF (SCH $7,126k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $4,967k
- VANGUARD WHITEHALL FDS INC $4,696k
- VANGUARD GROUP $4,412k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $4,228k
- SCHWAB STRATEGIC TR US MID-CAP ETF $3,470k
- ISHARES TR MIN VOL EAFE ETF $3,139k
- ISHARES TR RUSSELL 2000 ETF $2,836k
- ISHARES $2,705k