Comprehensive Wealth Management

Investor Access

Mid-Atlantic Securities
4001 Barrett Drive
Suite 100
Raleigh, NC 27609
Phone: 919-783-7787
Toll Free: 800-279-7787
Fax: 919-783-8825
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At Mid-Atlantic Securities, our business is built upon solid and trusting relationships with our clients - relationships that are maintained through the highest ethical standards and the most sophisticated financial advice. We believe in providing sound financial guidance through thorough analysis, along with education on the risks and rewards of each investment. Our fundamental goal is to always protect your investment principal while achieving a competitive rate of return.

In an ever-changing and fast-moving industry, Mid-Atlantic Securities cultivates long-term client relationships through investment planning that is tailored to your needs, not our own. This guiding principle is the foundation of our business and the cornerstone of our growth.


Having choices is important in investment and financial planning. We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As a result, we offer our clients an extensive array of investment alternatives and services.

  • Retirement planning - Charting a course for your retirement destination.
  • Financial planning - Your financial future is important. Don’t trust it to just anyone.
  • College planning - What will it take to deliver the dream?
  • Estate planning - Peace of mind takes planning.
  • Asset allocation - Asset allocation versus diversification - what’s the difference?
  • Asset management - Discover the benefits of professional asset management.
  • Mutual funds - Your purchasing power . . . at work.
  • Stocks - How do stocks fit into my financial plan?
  • Bonds - Are bonds right for you?
  • Identity Theft - The more you know about identity theft, the better you can protect yourself.

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Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local investment advisor office for information and availability.