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FA

Frederic B. Armold

SOUTHEAST INVESTMENTS, N.C.
Ashland, OR
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CRD#: 7229
FA

Professional summary


Frederic Blaine Armold, who also goes by Fred Armold, is a registered financial professional currently at SOUTHEAST INVESTMENTS, N.C., INC. located in Ashland, Oregon.

Frederic is registered as a RR (Registered Representative) and started their career in finance in 1971. Frederic has worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fred Armold

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Frederic Blaine Armold's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 16, 2014 - Present

SOUTHEAST INVESTMENTS, N.C., INC.

RIA
BD
CRD#: 43035
Ashland, OR
Past

May 8, 2013 - September 22, 2014

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
BOCA RATON, FL
Past

February 25, 2010 - May 3, 2013

SOUTHEAST INVESTMENTS, N.C., INC.

BD
CRD#: 43035
BOCA RATON, FL
Past

July 3, 2008 - December 15, 2009

G.F. INVESTMENT SERVICES, LLC

BD
CRD#: 132939
CORAL SPRINGS, FL
Past

August 31, 2005 - November 8, 2006

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
CORAL SPRINGS, FL
Past

May 7, 2004 - April 22, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

May 31, 2002 - October 9, 2002

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

February 28, 1984 - May 9, 2002

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205
MINNEAPOLIS, MN
Past

July 20, 1977 - March 16, 1984

SENTRY EQUITY SERVICES, INC.

BD
CRD#: 5069
Past

October 21, 1975 - August 21, 1977

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Past

January 24, 1973 - September 25, 1975

LAMSON BROS. & CO.

BD
CRD#: 509
Past

September 10, 1971 - February 18, 1973

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
Past

September 10, 1971 - February 18, 1973

THE TRAVELERS INSURANCE COMPANY

BD
CRD#: 3604

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(9/16/2014)
RR
Georgia
(11/10/2020)
RR
Hawaii
(10/9/2014)
RR
Kentucky
(1/9/2018)
RR
Maryland
(4/4/2017)
RR
Massachusetts
(12/18/2015)
RR
Michigan
(11/30/2017)
RR
Missouri
(6/4/2021)
RR
New Jersey
(7/29/2019)
RR
New York
(9/8/2015)
RR
Ohio
(1/15/2020)
RR
Oregon
(9/25/2020)
RR
Texas
(8/19/2015)
RR
Virginia
(9/16/2014)
RR
Washington
(3/7/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/17/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/1/1971
Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm


SI
SOUTHEAST INVESTMENTS, N.C., INC.
SOUTHEAST INVESTMENTS N.A., INC. | SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035 / SEC#: , 8-50127

Florida
Registered Investment Advisory firm - SEC (11/7/2019 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (3/31/2016 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (1/6/2012 Approved)
Texas
Registered Investment Advisory firm - SEC (12/16/2015 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/21/2015 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
820 Tyvola Road-suite 104 Suite 104, Charlotte, NC 28217-3528
Mailing Address
820 Tyvola Road-suite 104, Charlotte, NC 28217
Phone number
(704) 527-7873
Established
North Carolina since 12/06/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BLACK, JONATHAN HARRISONPRESIDENT/CEO/CCO/FINOP4975641
PLEXICO, RONALD DAVID JRPRINCIPAL2122340

Disclosures


Regulatory Event3
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035Ashland, OR

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