SECREST BLAKEY & ASSOCIATES, LLC

SOUTHEAST FINANCIAL GROUP
RALEIGH, North Carolina·2 registered advisors·CRD# 151216
SEC# 801-805730919-544-0500
01

Firm Overview

AUM
$178M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SECREST BLAKEY & ASSOCIATES, LLC

2 registered advisors
Edward Blair Secrest
RALEIGH, North Carolina
CFP
James Thomas Blakey
RALEIGH, North Carolina
CFP
05

Office Locations

RALEIGH, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. SECREST BLAKEY & ASSOCIATES, LLC (CRD# 151216) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.