Triangle Securities Wealth Management

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.

• 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%

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• Navigating the Waves of Change: A Detailed Look into Triangle Securities Q4 2023-Q1 2024 Portfolio Shifts
• 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

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