About

Founded in 1997, Southeast Investments is a full-service, 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 Southeast, as an independent-minded broker, is to do what is good and right for the specific situation of each unique client, even if it means doing things the hard way verses taking the easy road.  This vision is the culmination of years of hard work and persistence.  It is this philosophy that has brought Southeast to the where it is today, registered in all 50 states, with 150 representatives nationwide.

Our firm’s most important objective is to earn your trust, and we do this by understanding your needs and providing a diversified portfolio of quality investments to meet those needs.  Results matter.  Our success is measured by your success.  

Products include:  IRAs (Traditional, ROTH, SEP), Annuities (Fixed, Indexed, Variable), Mutual Funds, 529 College Savings, Stocks, Self-Directed Brokerage Accounts (SDBA), Exchange Traded Funds (ETF), 401K, Rollover, In Service Distribution.