Southeast Investments, N.c., Inc.

Southeast Investments, N.c., Inc. (CRD# 43035) is a financial advisory firm headquartered in Charlotte, NC. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
820 Tyvola Road, Suite 104, Charlotte, NC 28217
http://www.southeastinvestmentsnc.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Southeast Investments, N.c., Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Dennis Holmstrom, financial advisor Mora MN
Dennis B. Holmstrom
CRD#: 1619349
139 S. Union, Mora, MN 55051

Dennis Holmstrom (CRD# 1619349) is an Investment Advisor Representative working at Southeast Investments, N.c., Inc. in Mora, MN and has over 37 years of experience in the finance industry.

2
Philip Robertson, financial advisor Charlotte NC
Philip L. Robertson
CRD#: 2714730
820 Tyvola Road, Suite 104, Charlotte, NC 28217

Philip Robertson (CRD# 2714730) is an Investment Advisor Representative working at Southeast Investments, N.c., Inc. in Charlotte, NC and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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