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Cathy Lynn Thomas

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC·RALEIGH, North Carolina
Unclaimed Profile
1301 ANNAPOLIS DRIVE, RALEIGH, NC 27608CRD# 2232055Firm CRD# 148156
01

About

Cathy Lynn Thomas is a registered financial advisor based in RALEIGH, North Carolina, affiliated with TRIANGLE SECURITIES WEALTH MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
TRIANGLE WEALTH MANAGEMENT
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at TRIANGLE SECURITIES WEALTH MANAGEMENT, INC →
Services
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2232055
Firm CRD# 148156
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cathy Lynn Thomas offer?
Cathy Lynn Thomas specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.
What are Cathy Lynn Thomas's credentials?
Cathy Lynn Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cathy Lynn Thomas located?
Cathy Lynn Thomas is based in RALEIGH, North Carolina, working with TRIANGLE SECURITIES WEALTH MANAGEMENT, INC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Cathy Lynn Thomas charge for services?
Cathy Lynn Thomas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIANGLE SECURITIES WEALTH MANAGEMENT, INC?
TRIANGLE SECURITIES WEALTH MANAGEMENT, INC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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