Triangle Securities Wealth Management
Legal Name: TRIANGLE SECURITIES WEALTH MANAGEMENT
Full Contact Details
Triangle Securities Wealth Management
1301 ANNAPOLIS DRIVE, RALEIGH, NC
919-838-3221
919-838-9081
Other Info
Triangle Securities Wealth Management is legally known as TRIANGLE SECURITIES WEALTH MANAGEMENT. It is a NC Corporation. This firm has 13 employees, of which 11 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 15, 2008.
Sucuri WebSite Firewall - Access Denied
Website Firewall Back to sucuri.net Access Denied - Sucuri Website Firewall If you are the site owner (or you manage this site), please whitelist your IP or if you think this block is an error please open a support ticket and make sure to include the block details (displayed in the box below), so we…
Direct Owners
-
CATHY LYNN THOMAS
MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
DEBORAH LYNN KAUFMAN
MANAGING DIRECTOR owns more than 5% but less than 10%
-
KATHLEEN WISE BURKETT
MANAGING DIRECTOR owns more than 5% but less than 10%
-
PAUL DELEON REYNOLDS
CEO, MANAGING MEMBER owns more than 50% but less than 75%
-
SCOTT WILLIAM LOYEK
MANAGING DIRECTOR owns more than 5% but less than 10%
Firms Located Nearby
- Wrenn Financial Strategies Inc
- Secrest Blakey & Associates LLC
- Physicians Financial Services Inc
- First Citizens Investor Services Inc
- Copperleaf Capital LLC
- Townsend Asset Management Corp
- Capital Investment Counsel Inc
- Capital Investment Advisory Services LLC
- First Financial Group Corporation
- Financial Symmetry Incorporated
Top Holdings
- SCHWAB STRATEGIC TR US MID-CAP ETF $10,323k
- VANGUARD WORLD FDS INF TECH ET $7,821k
- MICROSOFT CORP $5,345k
- MANAGED PORTFOLIO SER $5,313k
- ISHARES $5,120k
- LOWES CO $4,085k
- SPDR SERIES TRUST $3,787k
- Exxon Mobil Corp $3,631k
- Alphabet Inc $3,592k
- DISNEY WALT CO $3,571k