Mid-Atlantic Securities is a financial planning firm offering securities and advisory services (fee-based and commission based options). We are a member of FINRA/SIPC and accounts are primarily cleared through Raymond James & Associates (Member New York Stock Exchange).
Mid-Atlantic Securities is based in Raleigh, NC with offices in multiple states. The Culpeper, VA office opened in April of 1996 and today helps clients in a variety of states through referrals of existing clients. We believe in providing sound financial guidance through thorough analysis, along with education on the risks and rewards associated with investments. We cultivate long-term client relationships through investment planning.
Our Services include:
- Retirement Planning
- Estate Planning
- IRA management
- 401K rollovers
- IRA’s
- CD’s
- Stocks
- Bonds
- Mutual Funds
- Annuities