Unclaimed Profile

Joseph Lee Parker

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC·RALEIGH, North Carolina

SIE, Series 7, Series 63, Series 65Clean record20 years registeredTRIANGLE SECURITIES WEALTH MANAGEMENT, INC

1301 ANNAPOLIS DRIVE, RALEIGH, NC 27608CRD# 1479483Firm CRD# 148156

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Lee Parker · RALEIGH, NC

Registration

CRD #1479483 · TRIANGLE SECURITIES WEALTH MANAGEMENT, INC · 20 years registered

Brand Profile

Not yet started

Career History

TRIANGLE WEALTH MANAGEMENT

May 2009 – present

TRIANGLE SECURITIES, LLC

Jan 2006 – Dec 2010

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

CRD 148156 · SEC 801-69531

AUM

$1.1B

Regulatory assets under management

Employees

1,085 client accounts

Services offered by TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at TRIANGLE SECURITIES WEALTH MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Joseph Lee Parker offer?

Joseph Lee Parker specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.

What are Joseph Lee Parker's credentials?

Joseph Lee Parker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Lee Parker located?

Joseph Lee Parker 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 Joseph Lee Parker charge for services?

Joseph Lee Parker'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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