Legal

Legal Information

  • Triangle Securities Wealth Management, INC.  is a Registered Investment Advisor with the Securities and Exchange Commission.
  • Our firm is not a custodian.  Accounts are held by Schwab Advisor Services, a division of Charles Schwab and Co. Inc.
  • Triangle Securities Wealth Management LLC has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business.