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.
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Direct Owners
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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%
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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%
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Top Holdings
- SCHWAB STRATEGIC TR US MID-CAP ETF $10,323k
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- MANAGED PORTFOLIO SER $5,313k
- ISHARES $5,120k
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- SPDR SERIES TRUST $3,787k
- Exxon Mobil Corp $3,631k
- Alphabet Inc $3,592k
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