TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

TRIANGLE WEALTH MANAGEMENT
RALEIGH, North Carolina·9 registered advisors·CRD# 148156
SEC# 801-695310919-838-3221
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

9 registered advisors
Cathy Lynn Thomas
RALEIGH, North Carolina
Deborah Lynn Kaufman
RALEIGH, North Carolina
Joseph Lee Parker
RALEIGH, North Carolina
Kathleen Wise Burkett
RALEIGH, North Carolina
Mary-Margaret Reynolds Hutchens
RALEIGH, North Carolina
Michael David Hakerem
RALEIGH, North Carolina
Paul Deleon Reynolds
RALEIGH, North Carolina
Paul Deleon Reynolds Iv
RALEIGH, North Carolina
Scott William Loyek
RALEIGH, North Carolina
05

Office Locations

RALEIGH, North Carolina
9 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. TRIANGLE SECURITIES WEALTH MANAGEMENT, INC (CRD# 148156) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.