Southeast Investments, NC

Finance · North Carolina, United States · 51-200 Employees

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Overview

Headquarters

820 Tyvola Rd Ste 104, Charlotte, North ...

Phone Number

(704) 527-7873

Revenue

$25.6 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Southeast Investments, NC

Southeast Investments is a full-service broker-dealer with over 26 years of experience, offering personalized investment strategies and financial services. The firm is family-owned and operates independently, prioritizing customer interests and building relationships based on trust. Their product offerings include a wide range of investment options such as stocks, bonds, mutual funds, and retirement plans. They cater to clients seeking guidance in navigating the complex financial marketplace to achieve their financial goals.Explore more
Southeast Investments, NC's Social MediaPopular SearchesSoutheast Investments, Nc IncSoutheast Investments Nc IncSoutheast InvestmentsSoutheast Investments LLCSoutheast Investments IncSIC Code 62,621NAICS Code 52,523Show more

Southeast Investments, NC Org Chart

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Jonathan Black, President at Southeast Investments, NC
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Southeast Investments, NC

$25.6M
51-200
Private
-
1997
$67.7M
51-200
Private
-
1992
David Fujita, Senior Vice President, Chief Marketing Officer at Centaurus Financial
David FujitaSenior Vice President, Chief Marketing Officer
$26.2M
51-200
Private
<$5M
1978
JP
Jordan PowersChief Financial Officer & Cco General Counsel
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$8.5M
11-50
Private
<$5M
1987
AK
Allison Kent-AsterChief Compliance Officer & Operations Officer
<$5M
51-200
Private
-
2018
LP
Lydia ParvinChief Development Officer
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Southeast Investments, NC is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Southeast Investments, NC is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Southeast Investments, NC.

Southeast Investments, NC Tech Stack

A closer look at the technologies used by Southeast Investments, NC

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Frequently Asked Questions Regarding Southeast Investments, NC

What is Southeast Investments, NC's official website?
Southeast Investments, NC's official website is www.southeastinvestmentsnc.com
What is Southeast Investments, NC's Revenue?
Southeast Investments, NC's revenue is $25.6 Million
What is Southeast Investments, NC's SIC code?
Southeast Investments, NC's SIC: 62,621
What is Southeast Investments, NC's NAICS code?
Southeast Investments, NC's NAICS: 52,523
How many employees does Southeast Investments, NC have?
Southeast Investments, NC has 51-200 employees
What industry does Southeast Investments, NC belong to?
Southeast Investments, NC is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Southeast Investments, NC competition?
Southeast Investments, NC top competitors include: Cabot Lodge Securities, Centennial Securities, Centaurus Financial, Sachs Financial Servic
What technology does Southeast Investments, NC use?
Some of the popular technologies that Southeast Investments, NC uses are: WordPress.org, PHP, Squarespace Online Stores, Google Cloud Web Serving
How do I contact Southeast Investments, NC?
Southeast Investments, NC contact info: Phone number: (704) 527-7873 Website: www.southeastinvestmentsnc.com
What does Southeast Investments, NC do?

Southeast Investments is a full-service broker-dealer with over 26 years of experience, offering personalized investment strategies and financial services. The firm is family-owned and operates independently, prioritizing customer interests and building relationships based on trust. Their product offerings include a wide range of investment options... such as stocks, bonds, mutual funds, and retirement plans. They cater to clients seeking guidance in navigating the complex financial marketplace to achieve their financial goals.Read More

What are Southeast Investments, NC social media links?
Southeast Investments, NC Linkedin page Southeast Investments, NC Twitter page Southeast Investments, NC Facebook page
Is Southeast Investments, NC a public company?
Southeast Investments, NC is private company therefore does not currently have an official ticker symbol
See more information about Southeast Investments, NC

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