Paul
Reynolds
Triangle Wealth Management
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About this Advisor
Paul Reynolds is a financial advisor based in Raleigh, North Carolina, working with Triangle Wealth Management. Paul has previously held a position at Triangle Securities, LLC. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Paul is part of Triangle Wealth Management, which operates out of Raleigh, North Carolina. The firm has 13 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Triangle Wealth Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Triangle Wealth Management Brokerage Details
$1,109,793,157
13
1,085
$1,022,851
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Paul Reynolds Work History
Triangle Securities, LLC
Disclosures
Please visit the SEC profile of Paul Reynolds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Triangle Wealth Management
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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