Triangle Securities Wealth Management

Triangle Securities Wealth Management (CRD# 148156) is a financial advisory firm headquartered in Raleigh, NC. They manage $579,628,127 in 810 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    580
    MILLION
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $715,590
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, PA, SC, TX, VA

Financial Advisors at Triangle Securities Wealth Management
Showing 1 - 10 of 10 top financial advisors.
1
Kathleen W. Burkett
CRD#: 1712792
1301 Annapolis Drive, Raleigh, NC 27608
96
Wealthminder
score

Kathleen Burkett (CRD# 1712792) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 25 years of experience in the finance industry. Kathleen Burkett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Louis T. Crawford
CRD#: 2927776
1301 Annapolis Drive, Raleigh, NC 27608
96
Wealthminder
score

Louis Crawford (CRD# 2927776) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 20 years of experience in the finance industry.

3
Scott W. Loyek
CRD#: 5254564
1301 Annapolis Drive, Raleigh, NC 27608
96
Wealthminder
score

Scott Loyek (CRD# 5254564) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 16 years of experience in the finance industry.

4
Katherine R. Wainwright
CRD#: 5255782
1301 Annapolis Drive, Raleigh, NC 27608
96
Wealthminder
score

Katherine Wainwright (CRD# 5255782) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 10 years of experience in the finance industry. Katherine Wainwright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Karen C. Conrad
CRD#: 1059140
1301 Annapolis Drive, Raleigh, NC 27608
93
Wealthminder
score

Karen Conrad (CRD# 1059140) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 35 years of experience in the finance industry.

6
Joseph L. Parker
CRD#: 1479483
1301 Annapolis Drive, Raleigh, NC 27608
93
Wealthminder
score

Joseph Parker (CRD# 1479483) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 31 years of experience in the finance industry.

7
Michelle L. Petruolo
CRD#: 4191301
1301 Annapolis Drive, Raleigh, NC 27608
93
Wealthminder
score

Michelle Petruolo (CRD# 4191301) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 16 years of experience in the finance industry.

8
Paul D. Reynolds Iv
CRD#: 5600617
1301 Annapolis Drive, Raleigh, NC 27608
90
Wealthminder
score

Paul Reynolds Iv (CRD# 5600617) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 5 years of experience in the finance industry.

9
Paul D. Reynolds
CRD#: 724280
1301 Annapolis Drive, Raleigh, NC 27608
83
Wealthminder
score

Paul Reynolds (CRD# 724280) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 31 years of experience in the finance industry.

10
Cathy L. Thomas
CRD#: 2232055
1301 Annapolis Drive, Raleigh, NC 27608
73
Wealthminder
score

Cathy Thomas (CRD# 2232055) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 19 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.