Southeast Financial Group

Southeast Financial Group (CRD# 151216) is a financial advisory firm headquartered in Raleigh, NC. They manage $165,613,535 in 308 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $537,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, MD, NC, NH, OR, SC, TX

Financial Advisors at Southeast Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Edward B. Secrest
CRD#: 2161058
7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617

Edward Secrest (CRD# 2161058) is an Investment Advisor Representative working at Southeast Financial Group in Raleigh, NC and has over 32 years of experience in the finance industry.

2
John P. Sleesman
CRD#: 5201450
7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617

John Sleesman (CRD# 5201450) is an Investment Advisor Representative working at Southeast Financial Group in Raleigh, NC and has over 17 years of experience in the finance industry.

3
Chad P. Trevithick
CRD#: 4664534
7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617

Chad Trevithick (CRD# 4664534) is an Investment Advisor Representative working at Southeast Financial Group in Raleigh, NC and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.