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 a North Carolina Corporation with 13 employees, 11 of whom work as advisors. The firm's SEC status is currently approved, dating back to September 15, 2008. While the number of clients served by the firm is unknown, its legal name is TRIANGLE SECURITIES WEALTH MANAGEMENT.
Direct Owners
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CATHY LYNN THOMAS
MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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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%
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PAUL DELEON REYNOLDS
CEO, MANAGING MEMBER owns more than 50% but less than 75%
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SCOTT WILLIAM LOYEK
MANAGING DIRECTOR owns more than 5% but less than 10%
Firms Located Nearby
News
- Triangle Securities Wealth Management Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Triangle Securities Wealth Management Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Triangle Securities Wealth Management Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Triangle Securities Wealth Management Q4 2022 vs. Q1 2023 13F Holdings Comparison
Top Holdings
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- SPDR SERIES TRUST $3,787k
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