Southeast Financial Group
Southeast Financial Group (CRD# 151216) is a financial advisory firm headquartered in Raleigh, NC. They manage $177,821,585 in 324 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management178MILLION
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Total Number of Accounts324ACCOUNTS
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Average Account Value$548,832
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CO, FL, MD, NC, NH, OR, SC, TX
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.
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.
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.