Founded in 1997, Southeast Investments is a privately owned, independent Broker Dealer headquartered in Charlotte, North Carolina. At Southeast, our history defines who we are both in character and performance. The vision of an independent-minded broker, Southeast is the culmination of years of hard work and persistence of doing the right things the hard way. It’s this line of thought that has brought Southeast to the place it is today. Southeast has 150 representatives nationwide and is registered in all 50 states.
Our firm’s most important objective is to understand our client’s needs and provide a diversified portfolio of the finest quality investments available to meet those needs. Frank Black, our CEO, when speaking with brokers about selecting products for clients states, “Do what’s good for the client, good for you, and good for Southeast, in that order.” Client first, end of story.
Southeast Investments is synonymous with service. As a full-service investment firm, we recognize the importance of first fully understanding your financial goals and objectives before even considering how your assets should be allocated. In addition, we understand the importance of trust, and we work with you to determine how to reach those goals and objectives while developing a relationship built on trust and understanding.
Securities offered through Southeast Investments, N.C., Inc., Member FINRA/SIPC
OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217
Phone: 800-828-1295 or 704-527-7873
Steve Mills, AAMS®
566½ Garden Grove Court
Grand Junction, Colorado 81501
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