Paul
Reynolds Iv
Triangle Wealth Management
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About this Advisor
Paul Reynolds Iv is a financial advisor who works out of Raleigh, North Carolina with 11 years of industry experience. Reynolds Iv currently works for Triangle Wealth Management. They have spent their whole time as a financial advisor at Triangle Wealth Management. Reynolds Iv has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in North Carolina. Triangle Wealth Management is an advisory company that has its headquarters in Raleigh, NC. It oversees $968 million in total assets among its 1,086 client accounts, making it one of the bigger firms in the country by assets under management. The firm provides financial advice to six charities and foundations. Of its 1,086 customer accounts, 46% belong to high-net-worth investors who have more than $1 million in assets. Triangle Wealth Management provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors largely vary depending on which service is offered. However, fee types charged by Triangle Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triangle Wealth Management Brokerage Details
$967,800,990
14
1,086
$891,161
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Paul Reynolds Iv Work History
Paul has been registered as a financial advisor for 11 years.*
Triangle Securities Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Reynolds Iv 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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